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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 | $31,697 | $65,961-51.9% | $180,320-82.4% | $94,015-66.3% |
| Participation rate | 100.0% | 61.3%+38.7pp | 71.5%+28.5pp | 70.8%+29.2pp |
| Annual return | 9.22% | 14.27%-5.1pp | 778.54%-769.3pp | 17.84%-8.6pp |
| Employer contribution / active EE | $1,974 | $1,737+13.6% | $4,108-51.9% | $2,790-29.3% |
| Participant deferral / active EE | $2,880 | $3,003-4.1% | $4,304-33.1% | $4,249-32.2% |
| Admin fee / account holder | $7,633 | $4,901+55.8% | $10,000-23.7% | $8,951-14.7% |