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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 | $78,483+83.8% | $106,201+35.8% | $74,546+93.5% |
| Participation rate | 75.2% | 72.8%+2.4pp | 75.3%-0.1pp | 67.2%+8.0pp |
| Annual return | 9.40% | 15.94%-6.5pp | 116.26%-106.9pp | 1366.03%-1356.6pp |
| Employer contribution / active EE | $2,647 | $2,522+5.0% | $3,170-16.5% | $2,624+0.9% |
| Participant deferral / active EE | $4,525 | $4,320+4.7% | $5,012-9.7% | $4,347+4.1% |
| Admin fee / account holder | $2,362 | $2,236+5.6% | $11,039-78.6% | $1,944+21.5% |