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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 | $52,757 | $82,678-36.2% | $125,391-57.9% | $68,490-23.0% |
| Participation rate | 85.6% | 75.1%+10.5pp | 82.4%+3.2pp | 67.9%+17.7pp |
| Annual return | -19.59% | -5.97%-13.6pp | 572.41%-592.0pp | -7.85%-11.7pp |
| Employer contribution / active EE | $2,758 | $3,382-18.5% | $4,816-42.7% | $2,597+6.2% |
| Participant deferral / active EE | $9,949 | $6,111+62.8% | $7,448+33.6% | $4,028+147.0% |
| Admin fee / account holder | $861 | $6,277-86.3% | $10,009-91.4% | $5,403-84.1% |