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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 | $157,041 | $83,090+89.0% | $130,062+20.7% | $71,529+119.5% |
| Participation rate | 98.1% | 74.1%+24.0pp | 78.5%+19.6pp | 67.9%+30.2pp |
| Annual return | 3.86% | 20.61%-16.7pp | -137.37%+141.2pp | 28.97%-25.1pp |
| Employer contribution / active EE | $1,143 | $2,624-56.4% | $4,322-73.6% | $2,590-55.9% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $5,821-100.0% | $4,291-100.0% |
| Admin fee / account holder | $7,718 | $1,727+346.9% | $10,601-27.2% | $1,588+385.9% |