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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 | $170,318 | $85,766+98.6% | $136,298+25.0% | $70,126+142.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | -11.39% | 31.46%-42.8pp | 5156.27%-5167.7pp | 73.15%-84.5pp |
| Employer contribution / active EE | $4,952 | $2,966+67.0% | $4,696+5.5% | $2,343+111.4% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,965 | $5,421-63.7% | $9,244-78.7% | $4,645-57.7% |