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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 | $48,206 | $105,198-54.2% | $159,455-69.8% | $85,856-43.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 7.39% | 45.08%-37.7pp | 263.63%-256.2pp | 318.58%-311.2pp |
| Employer contribution / active EE | $4,487 | $3,319+35.2% | $4,830-7.1% | $2,565+74.9% |
| Participant deferral / active EE | $2,671 | $5,946-55.1% | $7,353-63.7% | $3,952-32.4% |
| Admin fee / account holder | $1,729 | $6,934-75.1% | $10,800-84.0% | $6,261-72.4% |