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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 | $81,808 | $146,267-44.1% | $197,124-58.5% | $82,448-0.8% |
| Participation rate | 94.9% | 84.0%+10.9pp | 86.7%+8.2pp | 68.1%+26.8pp |
| Annual return | 4.22% | 29.61%-25.4pp | 44.34%-40.1pp | 41.64%-37.4pp |
| Employer contribution / active EE | $2,024 | $4,723-57.1% | $6,227-67.5% | $2,551-20.6% |
| Participant deferral / active EE | $5,264 | $7,035-25.2% | $9,135-42.4% | $4,139+27.2% |
| Admin fee / account holder | $4,717 | $14,422-67.3% | $16,298-71.1% | $7,234-34.8% |