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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 | $79,058 | $62,166+27.2% | $81,286-2.7% | $74,429+6.2% |
| Participation rate | 82.9% | 64.1%+18.8pp | 69.5%+13.3pp | 67.2%+15.6pp |
| Annual return | 9.89% | 16.50%-6.6pp | 24.80%-14.9pp | 1368.38%-1358.5pp |
| Employer contribution / active EE | $2,345 | $1,881+24.6% | $2,463-4.8% | $2,625-10.7% |
| Participant deferral / active EE | $1,948 | $3,223-39.6% | $3,883-49.8% | $4,348-55.2% |
| Admin fee / account holder | $5,545 | $1,925+188.1% | $5,764-3.8% | $1,944+185.2% |