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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 | $218,866 | $88,360+147.7% | $145,433+50.5% | $67,986+221.9% |
| Participation rate | 88.3% | 65.5%+22.9pp | 82.1%+6.2pp | 57.2%+31.1pp |
| Annual return | 12.36% | 63.15%-50.8pp | 66.58%-54.2pp | 31.67%-19.3pp |
| Employer contribution / active EE | $5,340 | $3,054+74.9% | $4,554+17.2% | $2,019+164.5% |
| Participant deferral / active EE | $6,985 | $5,932+17.8% | $7,897-11.6% | $3,358+108.0% |
| Admin fee / account holder | $7,611 | $3,313+129.7% | $13,129-42.0% | $3,203+137.6% |