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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 | $29,466 | $85,766-65.6% | $136,298-78.4% | $70,126-58.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 12.04% | 31.46%-19.4pp | 5156.27%-5144.2pp | 73.15%-61.1pp |
| Employer contribution / active EE | $1,608 | $2,966-45.8% | $4,696-65.7% | $2,343-31.3% |
| Participant deferral / active EE | $2,638 | $5,051-47.8% | $6,247-57.8% | $3,332-20.8% |
| Admin fee / account holder | $3,488 | $5,421-35.6% | $9,244-62.3% | $4,645-24.9% |