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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 | $24,306 | $76,407-68.2% | $150,298-83.8% | $82,448-70.5% |
| Participation rate | 95.6% | 66.4%+29.2pp | 77.8%+17.8pp | 68.1%+27.5pp |
| Annual return | 10.41% | 39.99%-29.6pp | 62.79%-52.4pp | 41.64%-31.2pp |
| Employer contribution / active EE | $2,360 | $2,614-9.7% | $4,154-43.2% | $2,551-7.5% |
| Participant deferral / active EE | $1,622 | $3,214-49.5% | $5,453-70.2% | $4,139-60.8% |
| Admin fee / account holder | $9,938 | $6,352+56.5% | $14,116-29.6% | $7,234+37.4% |