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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 | $52,761 | $102,393-48.5% | $147,041-64.1% | $80,911-34.8% |
| Participation rate | 84.5% | 75.9%+8.6pp | 82.2%+2.3pp | 67.6%+16.8pp |
| Annual return | 10.73% | 134.95%-124.2pp | 419.21%-408.5pp | 35.63%-24.9pp |
| Employer contribution / active EE | $1,003 | $3,715-73.0% | $4,935-79.7% | $2,756-63.6% |
| Participant deferral / active EE | $4,980 | $6,647-25.1% | $8,071-38.3% | $4,297+15.9% |
| Admin fee / account holder | $1,139 | $7,943-85.7% | $13,006-91.2% | $6,935-83.6% |