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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 | $83,369-1.0% | $105,223-21.5% | $67,986+21.4% |
| Participation rate | 84.5% | 56.3%+28.3pp | 75.0%+9.5pp | 57.2%+27.3pp |
| Annual return | 5.97% | 24.64%-18.7pp | 180.65%-174.7pp | 31.67%-25.7pp |
| Employer contribution / active EE | $0 | $2,541-100.0% | $3,689-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $6,539 | $3,295+98.4% | $5,072+28.9% | $3,358+94.7% |
| Admin fee / account holder | $6,117 | $4,073+50.2% | $8,859-30.9% | $3,203+91.0% |