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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 | $158,537 | $51,638+207.0% | $68,368+131.9% | $82,448+92.3% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 13.28% | 37.53%-24.3pp | 292.57%-279.3pp | 41.64%-28.4pp |
| Employer contribution / active EE | $8,125 | $2,047+297.0% | $2,649+206.7% | $2,551+218.5% |
| Participant deferral / active EE | $15,104 | $2,914+418.4% | $4,123+266.4% | $4,139+264.9% |
| Admin fee / account holder | $13,349 | $4,643+187.5% | $5,150+159.2% | $7,234+84.5% |