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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 | $68,341 | $65,378+4.5% | $87,103-21.5% | $65,186+4.8% |
| Participation rate | 81.3% | 75.3%+6.0pp | 76.9%+4.4pp | 70.2%+11.1pp |
| Annual return | 17.82% | 31.28%-13.5pp | 28.19%-10.4pp | 29.39%-11.6pp |
| Employer contribution / active EE | $1,312 | $1,823-28.0% | $2,521-48.0% | $2,177-39.7% |
| Participant deferral / active EE | $4,289 | $3,389+26.6% | $4,049+5.9% | $3,514+22.1% |
| Admin fee / account holder | $4,051 | $520+679.3% | $7,491-45.9% | $847+378.1% |