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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 | $57,692 | $81,358-29.1% | $155,556-62.9% | $80,959-28.7% |
| Participation rate | 96.6% | 66.3%+30.4pp | 78.2%+18.4pp | 67.7%+29.0pp |
| Annual return | 10.52% | 33.39%-22.9pp | 64.84%-54.3pp | 35.67%-25.2pp |
| Employer contribution / active EE | $1,850 | $3,106-40.5% | $4,675-60.4% | $2,757-32.9% |
| Participant deferral / active EE | $3,121 | $3,455-9.7% | $5,631-44.6% | $4,300-27.4% |
| Admin fee / account holder | $3,445 | $7,994-56.9% | $15,885-78.3% | $6,925-50.3% |