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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 | $90,107-30.1% | $182,262-65.4% | $69,733-9.6% |
| Participation rate | 87.0% | 64.8%+22.2pp | 84.2%+2.8pp | 62.5%+24.5pp |
| Annual return | 6.58% | 95.58%-89.0pp | 140.60%-134.0pp | 15.22%-8.6pp |
| Employer contribution / active EE | $4,122 | $3,043+35.5% | $5,046-18.3% | $2,250+83.2% |
| Participant deferral / active EE | $0 | $5,135-100.0% | $8,276-100.0% | $3,054-100.0% |
| Admin fee / account holder | $1,385 | $3,377-59.0% | $16,712-91.7% | $3,102-55.3% |