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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 | $121,562 | $78,707+54.4% | $117,861+3.1% | $70,126+73.3% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 3.05% | 23.30%-20.2pp | 335.11%-332.1pp | 73.15%-70.1pp |
| Employer contribution / active EE | $7,229 | $2,223+225.1% | $3,786+90.9% | $2,343+208.6% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $7,288 | $5,066+43.9% | $8,021-9.1% | $4,645+56.9% |