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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 | $46,008 | $93,617-50.9% | $135,982-66.2% | $75,177-38.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 9.17% | 30.89%-21.7pp | 68.32%-59.2pp | 160.75%-151.6pp |
| Employer contribution / active EE | $5,524 | $3,538+56.1% | $4,859+13.7% | $2,671+106.8% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,705 | $6,980-61.2% | $10,767-74.9% | $5,651-52.1% |