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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 | $122,131-61.9% | $444,982-89.5% | $122,131-61.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 86.2%+13.8pp | 75.1%+24.9pp |
| Annual return | 7.72% | 16.17%-8.5pp | 450.47%-442.8pp | 16.17%-8.5pp |
| Employer contribution / active EE | $5,143 | $3,608+42.6% | $9,202-44.1% | $3,608+42.6% |
| Participant deferral / active EE | $1,804 | $3,892-53.6% | $7,712-76.6% | $3,892-53.6% |
| Admin fee / account holder | $8,538 | $11,586-26.3% | $17,686-51.7% | $11,586-26.3% |