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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 | $35,360 | $89,370-60.4% | $141,197-75.0% | $72,976-51.5% |
| Participation rate | 97.3% | 75.1%+22.2pp | 82.5%+14.9pp | 69.5%+27.8pp |
| Annual return | 5.76% | 111.88%-106.1pp | 71.41%-65.6pp | 81.02%-75.3pp |
| Employer contribution / active EE | $1,529 | $3,115-50.9% | $4,736-67.7% | $2,440-37.4% |
| Participant deferral / active EE | $6,222 | $5,419+14.8% | $6,710-7.3% | $3,608+72.5% |
| Admin fee / account holder | $2,957 | $5,957-50.4% | $10,265-71.2% | $5,124-42.3% |