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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 | $73,885 | $82,523-10.5% | $115,752-36.2% | $70,126+5.4% |
| Participation rate | 100.0% | 74.0%+26.0pp | 77.8%+22.2pp | 69.5%+30.5pp |
| Annual return | 12.96% | 28.22%-15.3pp | 19.41%-6.5pp | 73.15%-60.2pp |
| Employer contribution / active EE | $4,599 | $2,758+66.7% | $3,492+31.7% | $2,343+96.3% |
| Participant deferral / active EE | $0 | $4,062-100.0% | $5,204-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,451 | $4,552-46.1% | $6,278-61.0% | $4,645-47.2% |