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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 | $194,194 | $93,598+107.5% | $135,974+42.8% | $75,173+158.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | -1.88% | 30.89%-32.8pp | 68.30%-70.2pp | 160.72%-162.6pp |
| Employer contribution / active EE | $12,035 | $3,538+240.2% | $4,859+147.7% | $2,671+350.6% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,449 | $6,978-50.6% | $10,767-68.0% | $5,651-39.0% |