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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 | $47,901 | $80,763-40.7% | $102,412-53.2% | $74,459-35.7% |
| Participation rate | 70.3% | 65.7%+4.6pp | 74.5%-4.2pp | 67.2%+3.1pp |
| Annual return | 9.98% | 27.57%-17.6pp | 24.94%-15.0pp | 1369.70%-1359.7pp |
| Employer contribution / active EE | $1,812 | $3,160-42.7% | $3,870-53.2% | $2,626-31.0% |
| Participant deferral / active EE | $2,602 | $3,862-32.6% | $5,060-48.6% | $4,350-40.2% |
| Admin fee / account holder | $23,299 | $2,371+882.5% | $8,388+177.8% | $1,945+1098.0% |