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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 | $71,641 | $54,763+30.8% | $90,324-20.7% | $72,976-1.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | -4.80% | 30.63%-35.4pp | 78.15%-83.0pp | 81.02%-85.8pp |
| Employer contribution / active EE | $18,051 | $2,093+762.3% | $2,856+532.1% | $2,440+639.8% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,313 | $3,973-66.9% | $5,356-75.5% | $5,124-74.4% |