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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 | $45,119+280.0% | $85,126+101.4% | $74,429+130.4% |
| Participation rate | 100.0% | 49.4%+50.6pp | 67.5%+32.5pp | 67.2%+32.8pp |
| Annual return | 0.74% | 26.28%-25.5pp | 66.63%-65.9pp | 1368.38%-1367.6pp |
| Employer contribution / active EE | $9,720 | $1,460+565.6% | $2,731+255.9% | $2,625+270.3% |
| Participant deferral / active EE | $0 | $2,738-100.0% | $4,523-100.0% | $4,348-100.0% |
| Admin fee / account holder | $5,637 | $2,214+154.6% | $6,160-8.5% | $1,944+189.9% |