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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 | $65,192 | $74,089-12.0% | $133,975-51.3% | $55,167+18.2% |
| Participation rate | 95.1% | 84.3%+10.8pp | 87.1%+8.0pp | 69.0%+26.1pp |
| Annual return | 4.89% | 12.11%-7.2pp | 29.29%-24.4pp | 169.23%-164.3pp |
| Employer contribution / active EE | $2,853 | $3,064-6.9% | $5,211-45.2% | $1,963+45.4% |
| Participant deferral / active EE | $2,758 | $4,678-41.0% | $6,282-56.1% | $3,054-9.7% |
| Admin fee / account holder | $17,201 | $458+3654.3% | $9,324+84.5% | $504+3313.5% |