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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,565 | $84,236-69.7% | $170,435-85.0% | $70,126-63.5% |
| Participation rate | 98.7% | 70.8%+27.9pp | 83.6%+15.1pp | 69.5%+29.2pp |
| Annual return | 9.35% | 23.06%-13.7pp | 205.94%-196.6pp | 73.15%-63.8pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,135 | $3,086-30.8% | $4,939-56.8% | $3,332-35.9% |
| Admin fee / account holder | $618 | $5,698-89.1% | $13,881-95.5% | $4,645-86.7% |