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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 | $27,585 | $49,199-43.9% | $121,204-77.2% | $75,173-63.3% |
| Participation rate | 94.6% | 55.4%+39.2pp | 69.5%+25.1pp | 67.2%+27.4pp |
| Annual return | 9.82% | 56.04%-46.2pp | 987.18%-977.4pp | 160.72%-150.9pp |
| Employer contribution / active EE | $1,202 | $1,547-22.3% | $4,170-71.2% | $2,671-55.0% |
| Participant deferral / active EE | $3,424 | $2,630+30.2% | $4,083-16.1% | $4,126-17.0% |
| Admin fee / account holder | $3,696 | $3,946-6.3% | $5,651-34.6% | $5,651-34.6% |