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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 | $37,515 | $61,605-39.1% | $112,273-66.6% | $75,181-50.1% |
| Participation rate | 99.0% | 61.7%+37.3pp | 72.4%+26.5pp | 67.2%+31.8pp |
| Annual return | 3.77% | 28.47%-24.7pp | 30.23%-26.5pp | 160.69%-156.9pp |
| Employer contribution / active EE | $2,758 | $2,015+36.8% | $3,431-19.6% | $2,671+3.3% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,800-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,872 | $4,862-61.5% | $7,752-75.9% | $5,650-66.9% |