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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 | $80,731+118.4% | $103,374+70.6% | $74,546+136.6% |
| Participation rate | 97.2% | 65.7%+31.5pp | 74.5%+22.7pp | 67.2%+30.0pp |
| Annual return | 7.13% | 27.56%-20.4pp | 24.89%-17.8pp | 1366.03%-1358.9pp |
| Employer contribution / active EE | $37,383 | $3,158+1083.8% | $3,869+866.1% | $2,624+1324.5% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,058-100.0% | $4,347-100.0% |
| Admin fee / account holder | $3,511 | $2,369+48.2% | $8,394-58.2% | $1,944+80.7% |