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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 | $95,453-8.3% | $112,040-21.9% | $82,448+6.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 4.78% | 23.92%-19.1pp | 24.52%-19.7pp | 41.64%-36.9pp |
| Employer contribution / active EE | $2,519 | $2,318+8.7% | $2,954-14.7% | $2,551-1.2% |
| Participant deferral / active EE | $5,832 | $4,224+38.1% | $5,098+14.4% | $4,139+40.9% |
| Admin fee / account holder | $13,179 | $9,013+46.2% | $12,098+8.9% | $7,234+82.2% |