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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 | $171,452 | $44,984+281.1% | $85,009+101.7% | $74,546+130.0% |
| Participation rate | 100.0% | 49.4%+50.6pp | 67.5%+32.5pp | 67.2%+32.8pp |
| Annual return | 0.74% | 26.25%-25.5pp | 66.47%-65.7pp | 1366.03%-1365.3pp |
| Employer contribution / active EE | $9,720 | $1,458+566.6% | $2,728+256.3% | $2,624+270.4% |
| Participant deferral / active EE | $0 | $2,733-100.0% | $4,522-100.0% | $4,347-100.0% |
| Admin fee / account holder | $5,637 | $2,208+155.3% | $6,153-8.4% | $1,944+190.0% |