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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 | $98,753 | $84,936+16.3% | $111,308-11.3% | $79,391+24.4% |
| Participation rate | 87.3% | 75.9%+11.4pp | 77.3%+9.9pp | 70.7%+16.5pp |
| Annual return | 2.82% | 17.45%-14.6pp | 54.67%-51.8pp | 116.88%-114.1pp |
| Employer contribution / active EE | $2,344 | $1,979+18.4% | $2,732-14.2% | $2,428-3.5% |
| Participant deferral / active EE | $6,164 | $3,888+58.5% | $4,487+37.4% | $4,046+52.4% |
| Admin fee / account holder | $2,208 | $537+311.1% | $7,965-72.3% | $627+252.5% |