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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 | $44,938 | $81,476-44.8% | $102,383-56.1% | $80,925-44.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 8.33% | 25.59%-17.3pp | 24.94%-16.6pp | 35.65%-27.3pp |
| Employer contribution / active EE | $1,818 | $3,105-41.4% | $3,870-53.0% | $2,756-34.0% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $571 | $6,717-91.5% | $8,391-93.2% | $6,940-91.8% |