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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 | $154,551 | $57,065+170.8% | $75,670+104.2% | $70,131+120.4% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | 10.21% | 23.57%-13.4pp | 27.34%-17.1pp | 73.14%-62.9pp |
| Employer contribution / active EE | $6,812 | $1,817+275.0% | $2,352+189.6% | $2,342+190.8% |
| Participant deferral / active EE | $0 | $2,580-100.0% | $3,142-100.0% | $3,332-100.0% |
| Admin fee / account holder | $6,479 | $3,825+69.4% | $5,800+11.7% | $4,645+39.5% |