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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 | $136,193 | $108,825+25.1% | $156,181-12.8% | $82,448+65.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 7.55% | 20.59%-13.0pp | 64.87%-57.3pp | 41.64%-34.1pp |
| Employer contribution / active EE | $3,428 | $2,870+19.5% | $4,294-20.2% | $2,551+34.4% |
| Participant deferral / active EE | $5,941 | $4,577+29.8% | $6,132-3.1% | $4,139+43.5% |
| Admin fee / account holder | $6,988 | $9,341-25.2% | $14,586-52.1% | $7,234-3.4% |