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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 | $132,029 | $63,346+108.4% | $92,240+43.1% | $70,126+88.3% |
| Participation rate | 97.9% | 68.7%+29.2pp | 76.5%+21.4pp | 69.5%+28.4pp |
| Annual return | 12.22% | 530.19%-518.0pp | 176.29%-164.1pp | 73.15%-60.9pp |
| Employer contribution / active EE | $4,112 | $2,471+66.4% | $3,680+11.8% | $2,343+75.6% |
| Participant deferral / active EE | $6,116 | $2,854+114.3% | $3,897+57.0% | $3,332+83.6% |
| Admin fee / account holder | $2,733 | $3,841-28.8% | $5,194-47.4% | $4,645-41.2% |