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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 | $13,110 | $45,312-71.1% | $86,233-84.8% | $67,986-80.7% |
| Participation rate | 78.5% | 42.4%+36.0pp | 69.0%+9.4pp | 57.2%+21.3pp |
| Annual return | 13.12% | 24.79%-11.7pp | 61.39%-48.3pp | 31.67%-18.5pp |
| Employer contribution / active EE | $1,051 | $1,160-9.4% | $2,504-58.1% | $2,019-48.0% |
| Participant deferral / active EE | $2,009 | $2,185-8.0% | $4,559-55.9% | $3,358-40.2% |
| Admin fee / account holder | $727 | $3,295-77.9% | $8,342-91.3% | $3,203-77.3% |