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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 | $59,144 | $50,554+17.0% | $67,681-12.6% | $87,485-32.4% |
| Participation rate | 94.4% | 67.7%+26.7pp | 73.7%+20.7pp | 68.9%+25.5pp |
| Annual return | 10.50% | 17.81%-7.3pp | 590.58%-580.1pp | 26.06%-15.6pp |
| Employer contribution / active EE | $2,673 | $1,988+34.4% | $2,678-0.2% | $2,596+3.0% |
| Participant deferral / active EE | $4,034 | $2,961+36.2% | $3,976+1.5% | $4,274-5.6% |
| Admin fee / account holder | $2,640 | $4,132-36.1% | $6,100-56.7% | $7,775-66.0% |