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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 | $87,965 | $79,633+10.5% | $93,759-6.2% | $68,486+28.4% |
| Participation rate | 88.3% | 75.4%+12.9pp | 81.0%+7.3pp | 67.9%+20.4pp |
| Annual return | -20.08% | -0.10%-20.0pp | -11.33%-8.8pp | -7.85%-12.2pp |
| Employer contribution / active EE | $8,425 | $3,665+129.9% | $4,324+94.8% | $2,597+224.5% |
| Participant deferral / active EE | $11,705 | $5,158+126.9% | $6,096+92.0% | $4,028+190.6% |
| Admin fee / account holder | $4,973 | $6,871-27.6% | $7,197-30.9% | $5,404-8.0% |