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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 | $63,012 | $88,360-28.7% | $145,433-56.7% | $67,986-7.3% |
| Participation rate | 87.0% | 65.5%+21.5pp | 82.1%+4.9pp | 57.2%+29.8pp |
| Annual return | 6.58% | 63.15%-56.6pp | 66.58%-60.0pp | 31.67%-25.1pp |
| Employer contribution / active EE | $4,122 | $3,054+35.0% | $4,554-9.5% | $2,019+104.2% |
| Participant deferral / active EE | $0 | $5,932-100.0% | $7,897-100.0% | $3,358-100.0% |
| Admin fee / account holder | $1,385 | $3,313-58.2% | $13,129-89.4% | $3,203-56.8% |