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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 | $83,570 | $89,259-6.4% | $107,187-22.0% | $82,637+1.1% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 9.77% | 21.02%-11.3pp | 204.55%-194.8pp | 53.51%-43.7pp |
| Employer contribution / active EE | $6,912 | $3,080+124.4% | $3,782+82.8% | $2,552+170.8% |
| Participant deferral / active EE | $2,368 | $4,037-41.4% | $5,096-53.5% | $4,126-42.6% |
| Admin fee / account holder | $10,310 | $7,381+39.7% | $9,162+12.5% | $7,339+40.5% |