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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 | $75,058+191.6% | $152,301+43.7% | $64,340+240.2% |
| Participation rate | 88.3% | 60.9%+27.4pp | 82.4%+5.9pp | 55.2%+33.1pp |
| Annual return | 12.36% | 29.93%-17.6pp | 80.50%-68.1pp | 24.14%-11.8pp |
| Employer contribution / active EE | $5,340 | $2,605+105.0% | $4,624+15.5% | $1,862+186.8% |
| Participant deferral / active EE | $6,985 | $5,041+38.6% | $8,004-12.7% | $2,980+134.4% |
| Admin fee / account holder | $7,611 | $4,050+87.9% | $14,398-47.1% | $3,703+105.6% |