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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 | $216,250 | $94,031+130.0% | $115,768+86.8% | $82,448+162.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | -14.49% | 20.61%-35.1pp | 100.46%-115.0pp | 41.64%-56.1pp |
| Employer contribution / active EE | $10,021 | $2,323+331.3% | $2,940+240.9% | $2,551+292.8% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,917-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,562 | $10,249-65.2% | $12,439-71.4% | $7,234-50.8% |