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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 | $26,888 | $74,535-63.9% | $100,712-73.3% | $82,637-67.5% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 1.18% | 18.92%-17.7pp | 33.27%-32.1pp | 53.51%-52.3pp |
| Employer contribution / active EE | $3,914 | $1,503+160.5% | $2,313+69.2% | $2,552+53.4% |
| Participant deferral / active EE | $0 | $3,074-100.0% | $4,085-100.0% | $4,126-100.0% |
| Admin fee / account holder | $28,409 | $6,576+332.0% | $9,256+206.9% | $7,339+287.1% |