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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 | $34,867 | $82,674-57.8% | $125,381-72.2% | $68,486-49.1% |
| Participation rate | 92.4% | 75.1%+17.3pp | 82.4%+10.0pp | 67.9%+24.5pp |
| Annual return | -19.86% | -5.97%-13.9pp | 572.31%-592.2pp | -7.85%-12.0pp |
| Employer contribution / active EE | $1,318 | $3,382-61.0% | $4,815-72.6% | $2,597-49.2% |
| Participant deferral / active EE | $5,160 | $6,111-15.6% | $7,448-30.7% | $4,028+28.1% |
| Admin fee / account holder | $2,161 | $6,277-65.6% | $10,007-78.4% | $5,404-60.0% |