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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 | $150,337 | $57,590+161.0% | $86,233+74.3% | $82,448+82.3% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.0%+31.0pp | 68.1%+31.9pp |
| Annual return | 12.75% | 22.41%-9.7pp | 61.39%-48.6pp | 41.64%-28.9pp |
| Employer contribution / active EE | $10,237 | $1,655+518.4% | $2,504+308.8% | $2,551+301.3% |
| Participant deferral / active EE | $0 | $3,080-100.0% | $4,559-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,555 | $4,730-67.1% | $8,342-81.4% | $7,234-78.5% |