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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 | $44,205 | $61,660-28.3% | $80,022-44.8% | $64,173-31.1% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -9.05% | -0.33%-8.7pp | 11.22%-20.3pp | 7.63%-16.7pp |
| Employer contribution / active EE | $1,943 | $1,810+7.3% | $2,468-21.3% | $2,381-18.4% |
| Participant deferral / active EE | $4,733 | $2,968+59.5% | $3,686+28.4% | $3,470+36.4% |
| Admin fee / account holder | $1,319 | $5,417-75.6% | $6,521-79.8% | $4,887-73.0% |