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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 | $47,619 | $52,279-8.9% | $89,414-46.7% | $79,852-40.4% |
| Participation rate | 87.8% | 57.5%+30.2pp | 68.0%+19.8pp | 69.6%+18.1pp |
| Annual return | 1.22% | 22.16%-20.9pp | 245.50%-244.3pp | 31.72%-30.5pp |
| Employer contribution / active EE | $2,939 | $1,572+87.0% | $2,586+13.6% | $2,471+18.9% |
| Participant deferral / active EE | $2,306 | $2,740-15.8% | $3,890-40.7% | $3,740-38.4% |
| Admin fee / account holder | $2,485 | $3,356-26.0% | $4,883-49.1% | $5,306-53.2% |