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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 | $32,570 | $49,138-33.7% | $84,020-61.2% | $65,185-50.0% |
| Participation rate | 86.5% | 60.7%+25.8pp | 69.0%+17.5pp | 70.2%+16.3pp |
| Annual return | 16.92% | 23.00%-6.1pp | 71.31%-54.4pp | 29.38%-12.5pp |
| Employer contribution / active EE | $1,010 | $914+10.5% | $1,984-49.1% | $2,177-53.6% |
| Participant deferral / active EE | $3,935 | $2,397+64.2% | $3,239+21.5% | $3,514+12.0% |
| Admin fee / account holder | $2,408 | $543+343.3% | $6,101-60.5% | $847+184.3% |