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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 | $224,104 | $65,364+242.9% | $92,909+141.2% | $72,975+207.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 8.66% | 42.11%-33.4pp | 109.44%-100.8pp | 81.01%-72.3pp |
| Employer contribution / active EE | $20,847 | $2,594+703.6% | $3,653+470.6% | $2,440+754.4% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $15,004 | $4,251+252.9% | $5,795+158.9% | $5,124+192.8% |