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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 | $181,834 | $73,978+145.8% | $96,515+88.4% | $75,173+141.9% |
| Participation rate | 97.3% | 66.4%+30.9pp | 74.3%+23.0pp | 67.2%+30.1pp |
| Annual return | 12.73% | 26.72%-14.0pp | 35.73%-23.0pp | 160.72%-148.0pp |
| Employer contribution / active EE | $3,316 | $2,931+13.1% | $3,740-11.3% | $2,671+24.2% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $848 | $5,219-83.8% | $6,735-87.4% | $5,651-85.0% |