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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 | $46,580 | $63,140-26.2% | $304,612-84.7% | $116,462-60.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 81.9%+18.1pp | 74.7%+25.3pp |
| Annual return | 7.72% | 15.04%-7.3pp | 329.91%-322.2pp | 15.65%-7.9pp |
| Employer contribution / active EE | $5,143 | $2,385+115.6% | $7,476-31.2% | $3,231+59.2% |
| Participant deferral / active EE | $1,804 | $2,741-34.2% | $5,388-66.5% | $3,836-53.0% |
| Admin fee / account holder | $8,538 | $7,583+12.6% | $12,962-34.1% | $12,754-33.1% |