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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 | $25,719 | $52,450-51.0% | $129,384-80.1% | $74,459-65.5% |
| Participation rate | 73.8% | 53.8%+19.9pp | 69.6%+4.2pp | 67.2%+6.6pp |
| Annual return | 10.11% | 15.65%-5.5pp | 9461.77%-9451.7pp | 1369.70%-1359.6pp |
| Employer contribution / active EE | $1,195 | $1,532-22.0% | $4,153-71.2% | $2,626-54.5% |
| Participant deferral / active EE | $2,178 | $2,797-22.1% | $4,166-47.7% | $4,350-49.9% |
| Admin fee / account holder | $2,850 | $2,636+8.1% | $7,686-62.9% | $1,945+46.5% |