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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 | $173,774 | $58,923+194.9% | $97,167+78.8% | $74,546+133.1% |
| Participation rate | 100.0% | 63.6%+36.4pp | 72.7%+27.3pp | 67.2%+32.8pp |
| Annual return | -0.96% | 16.04%-17.0pp | 75.27%-76.2pp | 1366.03%-1367.0pp |
| Employer contribution / active EE | $9,135 | $1,894+382.4% | $2,729+234.7% | $2,624+248.1% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $4,264-100.0% | $4,347-100.0% |
| Admin fee / account holder | $6,336 | $1,974+221.0% | $5,650+12.1% | $1,944+226.0% |