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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 | $42,185 | $36,767+14.7% | $81,473-48.2% | $62,293-32.3% |
| Participation rate | 97.0% | 54.4%+42.6pp | 68.0%+29.1pp | 69.5%+27.5pp |
| Annual return | 13.52% | 173.80%-160.3pp | 38.78%-25.3pp | 28.90%-15.4pp |
| Employer contribution / active EE | $1,926 | $1,128+70.7% | $2,568-25.0% | $2,042-5.7% |
| Participant deferral / active EE | $1,300 | $2,111-38.4% | $3,537-63.2% | $3,169-59.0% |
| Admin fee / account holder | $3,061 | $797+284.0% | $4,561-32.9% | $479+538.7% |