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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 | $109,882 | $73,978+48.5% | $96,515+13.8% | $75,173+46.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 0.59% | 26.72%-26.1pp | 35.73%-35.1pp | 160.72%-160.1pp |
| Employer contribution / active EE | $6,288 | $2,931+114.5% | $3,740+68.1% | $2,671+135.4% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $6,160 | $5,219+18.0% | $6,735-8.5% | $5,651+9.0% |