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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 | $77,260 | $84,236-8.3% | $170,439-54.7% | $70,124+10.2% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 11.92% | 23.06%-11.1pp | 205.94%-194.0pp | 73.14%-61.2pp |
| Employer contribution / active EE | $2,423 | $3,387-28.5% | $5,433-55.4% | $2,342+3.4% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $841 | $5,698-85.2% | $13,881-93.9% | $4,645-81.9% |