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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 | $101,611 | $58,627+73.3% | $76,735+32.4% | $82,448+23.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 69.5%+30.5pp | 68.1%+31.9pp |
| Annual return | 7.94% | 39.10%-31.2pp | 29.77%-21.8pp | 41.64%-33.7pp |
| Employer contribution / active EE | $13,686 | $1,729+691.5% | $2,454+457.7% | $2,551+436.5% |
| Participant deferral / active EE | $0 | $3,134-100.0% | $4,088-100.0% | $4,139-100.0% |
| Admin fee / account holder | $5,773 | $5,323+8.5% | $7,189-19.7% | $7,234-20.2% |