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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 | $59,006+194.5% | $97,260+78.7% | $74,459+133.4% |
| Participation rate | 100.0% | 63.7%+36.3pp | 72.7%+27.3pp | 67.2%+32.8pp |
| Annual return | -0.96% | 16.04%-17.0pp | 75.54%-76.5pp | 1369.70%-1370.7pp |
| Employer contribution / active EE | $9,135 | $1,894+382.4% | $2,721+235.7% | $2,626+247.9% |
| Participant deferral / active EE | $0 | $3,671-100.0% | $4,262-100.0% | $4,350-100.0% |
| Admin fee / account holder | $6,336 | $1,974+221.0% | $5,640+12.3% | $1,945+225.8% |