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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 | $57,334 | $75,183-23.7% | $123,894-53.7% | $55,167+3.9% |
| Participation rate | 93.3% | 72.8%+20.5pp | 81.4%+11.9pp | 69.0%+24.3pp |
| Annual return | 4.14% | 19.01%-14.9pp | 47.52%-43.4pp | 169.23%-165.1pp |
| Employer contribution / active EE | $4,145 | $2,823+46.8% | $4,617-10.2% | $1,963+111.2% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $1,713 | $663+158.6% | $8,357-79.5% | $504+240.0% |