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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 | $40,313 | $94,529-57.4% | $140,019-71.2% | $64,173-37.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -28.49% | 7.77%-36.3pp | 651.17%-679.7pp | 7.63%-36.1pp |
| Employer contribution / active EE | $3,307 | $3,812-13.3% | $5,605-41.0% | $2,381+38.9% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,527 | $6,741-77.3% | $10,705-85.7% | $4,887-68.7% |