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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 | $106,676 | $101,795+4.8% | $165,100-35.4% | $80,959+31.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 10.29% | 16.73%-6.4pp | 70.21%-59.9pp | 35.67%-25.4pp |
| Employer contribution / active EE | $5,622 | $2,954+90.3% | $4,348+29.3% | $2,757+103.9% |
| Participant deferral / active EE | $2,703 | $4,476-39.6% | $6,035-55.2% | $4,300-37.1% |
| Admin fee / account holder | $6,676 | $8,221-18.8% | $12,696-47.4% | $6,925-3.6% |