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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 | $128,536 | $72,027+78.5% | $185,861-30.8% | $79,856+61.0% |
| Participation rate | 97.8% | 65.8%+32.1pp | 78.0%+19.8pp | 69.6%+28.2pp |
| Annual return | -4.50% | 23.13%-27.6pp | 35.96%-40.5pp | 31.71%-36.2pp |
| Employer contribution / active EE | $4,675 | $1,965+137.9% | $4,088+14.4% | $2,471+89.2% |
| Participant deferral / active EE | $5,118 | $3,780+35.4% | $5,634-9.1% | $3,741+36.8% |
| Admin fee / account holder | $1,952 | $4,513-56.7% | $9,503-79.5% | $5,306-63.2% |