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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 | $124,670 | $30,421+309.8% | $56,077+122.3% | $74,429+67.5% |
| Participation rate | 93.1% | 32.9%+60.2pp | 52.5%+40.6pp | 67.2%+25.9pp |
| Annual return | -8.12% | 24.94%-33.1pp | 1709.28%-1717.4pp | 1368.38%-1376.5pp |
| Employer contribution / active EE | $624 | $610+2.3% | $1,040-40.0% | $2,625-76.2% |
| Participant deferral / active EE | $0 | $1,175-100.0% | $1,954-100.0% | $4,348-100.0% |
| Admin fee / account holder | $507 | $2,363-78.5% | $2,825-82.0% | $1,944-73.9% |