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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 | $210,993 | $106,749+97.7% | $145,433+45.1% | $82,448+155.9% |
| Participation rate | 98.6% | 75.6%+22.9pp | 82.1%+16.5pp | 68.1%+30.5pp |
| Annual return | 11.57% | 27.59%-16.0pp | 66.58%-55.0pp | 41.64%-30.1pp |
| Employer contribution / active EE | $20,875 | $3,444+506.0% | $4,554+358.3% | $2,551+718.3% |
| Participant deferral / active EE | $8,115 | $6,519+24.5% | $7,897+2.8% | $4,139+96.0% |
| Admin fee / account holder | $10,186 | $8,390+21.4% | $13,129-22.4% | $7,234+40.8% |