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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 | $188,042 | $106,749+76.2% | $145,433+29.3% | $82,448+128.1% |
| Participation rate | 90.4% | 75.6%+14.7pp | 82.1%+8.2pp | 68.1%+22.3pp |
| Annual return | 12.37% | 27.59%-15.2pp | 66.58%-54.2pp | 41.64%-29.3pp |
| Employer contribution / active EE | $3,263 | $3,444-5.3% | $4,554-28.3% | $2,551+27.9% |
| Participant deferral / active EE | $8,488 | $6,519+30.2% | $7,897+7.5% | $4,139+105.1% |
| Admin fee / account holder | $31,912 | $8,390+280.4% | $13,129+143.1% | $7,234+341.1% |