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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 | $59,504 | $65,428-9.1% | $169,390-64.9% | $71,511-16.8% |
| Participation rate | 74.6% | 66.9%+7.7pp | 77.2%-2.6pp | 67.9%+6.7pp |
| Annual return | 9.11% | 21.35%-12.2pp | 406.07%-397.0pp | 28.86%-19.7pp |
| Employer contribution / active EE | $2,026 | $2,064-1.8% | $4,013-49.5% | $2,589-21.7% |
| Participant deferral / active EE | $4,703 | $4,360+7.9% | $6,222-24.4% | $4,291+9.6% |
| Admin fee / account holder | $4,361 | $1,328+228.4% | $9,015-51.6% | $1,588+174.5% |