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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 | $144,737 | $100,041+44.7% | $149,718-3.3% | $70,131+106.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 7.53% | 27.43%-19.9pp | 1501.70%-1494.2pp | 73.14%-65.6pp |
| Employer contribution / active EE | $24,318 | $3,662+564.1% | $5,444+346.7% | $2,342+938.1% |
| Participant deferral / active EE | $0 | $4,983-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $15,842 | $8,286+91.2% | $11,283+40.4% | $4,645+241.0% |