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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 | $22,093 | $77,908-71.6% | $149,696-85.2% | $75,173-70.6% |
| Participation rate | 97.4% | 65.6%+31.9pp | 78.8%+18.7pp | 67.2%+30.2pp |
| Annual return | 11.41% | 31.73%-20.3pp | 134.46%-123.0pp | 160.72%-149.3pp |
| Employer contribution / active EE | $1,933 | $3,138-38.4% | $4,821-59.9% | $2,671-27.6% |
| Participant deferral / active EE | $1,535 | $3,411-55.0% | $5,682-73.0% | $4,126-62.8% |
| Admin fee / account holder | $2,648 | $5,950-55.5% | $13,212-80.0% | $5,651-53.1% |