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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 | $45,123+280.0% | $85,240+101.1% | $74,478+130.2% |
| Participation rate | 100.0% | 49.4%+50.6pp | 67.5%+32.5pp | 67.2%+32.8pp |
| Annual return | 0.74% | 26.32%-25.6pp | 66.75%-66.0pp | 1370.56%-1369.8pp |
| Employer contribution / active EE | $9,720 | $1,459+566.3% | $2,735+255.3% | $2,626+270.1% |
| Participant deferral / active EE | $0 | $2,736-100.0% | $4,527-100.0% | $4,350-100.0% |
| Admin fee / account holder | $5,637 | $2,215+154.5% | $6,165-8.6% | $1,946+189.7% |