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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 | $96,677 | $67,602+43.0% | $82,312+17.5% | $70,126+37.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 6.92% | 21.57%-14.7pp | 25.88%-19.0pp | 73.15%-66.2pp |
| Employer contribution / active EE | $14,000 | $1,755+697.8% | $2,428+476.5% | $2,343+497.6% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,538 | $4,512-21.6% | $5,608-36.9% | $4,645-23.8% |