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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 | $87,499 | $100,194-12.7% | $122,979-28.9% | $86,983+0.6% |
| Participation rate | 100.0% | 73.0%+27.0pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 4.78% | 16.47%-11.7pp | 20.12%-15.3pp | 25.83%-21.0pp |
| Employer contribution / active EE | $2,519 | $2,326+8.3% | $3,062-17.7% | $2,584-2.5% |
| Participant deferral / active EE | $5,832 | $4,133+41.1% | $5,003+16.6% | $4,194+39.1% |
| Admin fee / account holder | $13,179 | $10,148+29.9% | $12,864+2.4% | $7,856+67.8% |