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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 | $48,466 | $46,596+4.0% | $64,099-24.4% | $75,181-35.5% |
| Participation rate | 71.8% | 65.9%+5.9pp | 72.3%-0.5pp | 67.2%+4.6pp |
| Annual return | 11.48% | 26.04%-14.6pp | 33.70%-22.2pp | 160.69%-149.2pp |
| Employer contribution / active EE | $912 | $1,975-53.8% | $2,748-66.8% | $2,671-65.9% |
| Participant deferral / active EE | $2,031 | $2,837-28.4% | $3,881-47.7% | $4,126-50.8% |
| Admin fee / account holder | $1,660 | $2,954-43.8% | $3,070-45.9% | $5,650-70.6% |