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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 | $166,667 | $93,617+78.0% | $135,982+22.6% | $75,177+121.7% |
| Participation rate | 98.9% | 75.2%+23.7pp | 81.9%+17.0pp | 67.2%+31.7pp |
| Annual return | -7.17% | 30.89%-38.1pp | 68.32%-75.5pp | 160.75%-167.9pp |
| Employer contribution / active EE | $11,045 | $3,538+212.2% | $4,859+127.3% | $2,671+313.5% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,954 | $6,980-57.7% | $10,767-72.6% | $5,651-47.7% |