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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 | $47,787 | $86,330-44.6% | $121,871-60.8% | $94,015-49.2% |
| Participation rate | 97.9% | 66.7%+31.2pp | 73.2%+24.7pp | 70.8%+27.1pp |
| Annual return | -6.97% | 14.95%-21.9pp | 13.57%-20.5pp | 17.84%-24.8pp |
| Employer contribution / active EE | $3,437 | $2,292+49.9% | $2,731+25.8% | $2,790+23.2% |
| Participant deferral / active EE | $0 | $3,146-100.0% | $4,318-100.0% | $4,249-100.0% |
| Admin fee / account holder | $2,991 | $7,346-59.3% | $11,551-74.1% | $8,951-66.6% |