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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 | $80,731-40.7% | $103,374-53.7% | $74,546-35.7% |
| Participation rate | 70.3% | 65.7%+4.6pp | 74.5%-4.2pp | 67.2%+3.1pp |
| Annual return | 9.98% | 27.56%-17.6pp | 24.89%-14.9pp | 1366.03%-1356.0pp |
| Employer contribution / active EE | $1,812 | $3,158-42.6% | $3,869-53.2% | $2,624-31.0% |
| Participant deferral / active EE | $2,602 | $3,860-32.6% | $5,058-48.5% | $4,347-40.1% |
| Admin fee / account holder | $23,299 | $2,369+883.7% | $8,394+177.6% | $1,944+1098.8% |