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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 | $80,748+118.4% | $102,383+72.2% | $74,429+136.9% |
| Participation rate | 97.2% | 65.7%+31.5pp | 74.5%+22.7pp | 67.2%+30.0pp |
| Annual return | 7.13% | 27.57%-20.4pp | 24.94%-17.8pp | 1368.38%-1361.3pp |
| Employer contribution / active EE | $37,383 | $3,159+1083.3% | $3,870+865.9% | $2,625+1324.2% |
| Participant deferral / active EE | $0 | $3,861-100.0% | $5,060-100.0% | $4,348-100.0% |
| Admin fee / account holder | $3,511 | $2,371+48.1% | $8,391-58.2% | $1,944+80.6% |