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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 | $176,352 | $80,781+118.3% | $102,437+72.2% | $74,478+136.8% |
| Participation rate | 97.2% | 65.7%+31.5pp | 74.5%+22.7pp | 67.2%+30.0pp |
| Annual return | 7.13% | 27.58%-20.4pp | 24.95%-17.8pp | 1370.56%-1363.4pp |
| Employer contribution / active EE | $37,383 | $3,160+1083.0% | $3,871+865.8% | $2,626+1323.4% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $3,511 | $2,372+48.0% | $8,388-58.1% | $1,946+80.5% |