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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 | $37,878 | $36,140+4.8% | $73,658-48.6% | $64,340-41.1% |
| Participation rate | 73.1% | 31.0%+42.1pp | 57.0%+16.1pp | 55.2%+17.9pp |
| Annual return | 9.81% | 21.48%-11.7pp | 29.72%-19.9pp | 24.14%-14.3pp |
| Employer contribution / active EE | $1,807 | $443+307.7% | $1,032+75.0% | $1,862-3.0% |
| Participant deferral / active EE | $560 | $1,023-45.2% | $2,062-72.8% | $2,980-81.2% |
| Admin fee / account holder | $4,934 | $2,513+96.4% | $3,357+47.0% | $3,703+33.3% |