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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 | $144,272 | $78,607+83.5% | $105,624+36.6% | $74,478+93.7% |
| Participation rate | 75.2% | 72.8%+2.4pp | 75.3%0pp | 67.2%+8.0pp |
| Annual return | 9.40% | 15.96%-6.6pp | 116.20%-106.8pp | 1370.56%-1361.2pp |
| Employer contribution / active EE | $2,647 | $2,523+4.9% | $3,168-16.4% | $2,626+0.8% |
| Participant deferral / active EE | $4,525 | $4,325+4.6% | $5,013-9.7% | $4,350+4.0% |
| Admin fee / account holder | $2,362 | $2,220+6.4% | $10,961-78.5% | $1,946+21.4% |