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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 | $57,897 | $62,589-7.5% | $76,768-24.6% | $64,173-9.8% |
| Participation rate | 99.0% | 72.8%+26.1pp | 77.0%+22.0pp | 69.6%+29.4pp |
| Annual return | -8.19% | -1.95%-6.2pp | 2.43%-10.6pp | 7.63%-15.8pp |
| Employer contribution / active EE | $1,015 | $1,832-44.6% | $2,485-59.2% | $2,381-57.4% |
| Participant deferral / active EE | $4,625 | $3,145+47.1% | $3,852+20.1% | $3,470+33.3% |
| Admin fee / account holder | $2,084 | $4,667-55.4% | $6,675-68.8% | $4,887-57.4% |