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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 | $105,467 | $138,393-23.8% | $184,256-42.8% | $80,959+30.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 3.88% | 20.01%-16.1pp | 28.85%-25.0pp | 35.67%-31.8pp |
| Employer contribution / active EE | $9,256 | $4,847+90.9% | $6,427+44.0% | $2,757+235.7% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,796 | $10,489-82.9% | $13,899-87.1% | $6,925-74.1% |