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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 | $138,946 | $54,370+155.6% | $82,763+67.9% | $68,490+102.9% |
| Participation rate | 96.9% | 63.9%+33.0pp | 72.6%+24.4pp | 67.9%+29.0pp |
| Annual return | -19.67% | -13.67%-6.0pp | 702.45%-722.1pp | -7.85%-11.8pp |
| Employer contribution / active EE | $6,976 | $2,219+214.4% | $3,008+131.9% | $2,597+168.7% |
| Participant deferral / active EE | $7,879 | $3,247+142.7% | $4,395+79.3% | $4,028+95.6% |
| Admin fee / account holder | $33,644 | $4,398+665.0% | $5,325+531.8% | $5,403+522.7% |