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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 | $82,554 | $80,674+2.3% | $119,126-30.7% | $64,340+28.3% |
| Participation rate | 84.5% | 55.2%+29.3pp | 75.8%+8.8pp | 55.2%+29.3pp |
| Annual return | 5.97% | 26.86%-20.9pp | 282.11%-276.1pp | 24.14%-18.2pp |
| Employer contribution / active EE | $0 | $2,564-100.0% | $4,034-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $6,539 | $3,053+114.2% | $5,318+23.0% | $2,980+119.4% |
| Admin fee / account holder | $6,117 | $4,559+34.2% | $10,693-42.8% | $3,703+65.2% |