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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 | $122,924 | $57,305+114.5% | $86,640+41.9% | $75,173+63.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 12.29% | 2674.24%-2661.9pp | 592.52%-580.2pp | 160.72%-148.4pp |
| Employer contribution / active EE | $1,925 | $2,316-16.9% | $3,024-36.3% | $2,671-27.9% |
| Participant deferral / active EE | $2,353 | $3,320-29.1% | $4,438-47.0% | $4,126-43.0% |
| Admin fee / account holder | $29,486 | $4,116+616.4% | $5,616+425.1% | $5,651+421.8% |