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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 | $52,825 | $61,391-14.0% | $149,723-64.7% | $71,529-26.1% |
| Participation rate | 82.1% | 62.5%+19.6pp | 78.8%+3.3pp | 67.9%+14.1pp |
| Annual return | 12.00% | 35.88%-23.9pp | 134.50%-122.5pp | 28.97%-17.0pp |
| Employer contribution / active EE | $3,370 | $2,384+41.4% | $4,821-30.1% | $2,590+30.1% |
| Participant deferral / active EE | $4,164 | $2,921+42.6% | $5,682-26.7% | $4,291-3.0% |
| Admin fee / account holder | $863 | $1,264-31.8% | $13,215-93.5% | $1,588-45.7% |