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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 | $14,067 | $54,757-74.3% | $90,304-84.4% | $72,975-80.7% |
| Participation rate | 98.1% | 65.2%+33.0pp | 73.3%+24.9pp | 69.5%+28.7pp |
| Annual return | 5.07% | 30.63%-25.6pp | 78.13%-73.1pp | 81.01%-75.9pp |
| Employer contribution / active EE | $1,777 | $2,093-15.1% | $2,855-37.7% | $2,440-27.2% |
| Participant deferral / active EE | $1,153 | $2,887-60.1% | $3,885-70.3% | $3,608-68.0% |
| Admin fee / account holder | $560 | $3,973-85.9% | $5,354-89.5% | $5,124-89.1% |