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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 | $75,720-36.9% | $90,312-47.1% | $86,983-45.1% |
| Participation rate | 97.9% | 66.3%+31.6pp | 72.9%+25.0pp | 69.5%+28.4pp |
| Annual return | -6.97% | 18.55%-25.5pp | 18.90%-25.9pp | 25.83%-32.8pp |
| Employer contribution / active EE | $3,437 | $1,945+76.7% | $2,243+53.2% | $2,584+33.0% |
| Participant deferral / active EE | $0 | $3,001-100.0% | $3,749-100.0% | $4,194-100.0% |
| Admin fee / account holder | $2,991 | $6,201-51.8% | $8,248-63.7% | $7,856-61.9% |