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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 | $74,966 | $77,816-3.7% | $123,549-39.3% | $64,181+16.8% |
| Participation rate | 83.1% | 74.7%+8.4pp | 82.3%+0.9pp | 69.6%+13.6pp |
| Annual return | -9.97% | 12.49%-22.5pp | 119.20%-129.2pp | 7.63%-17.6pp |
| Employer contribution / active EE | $3,356 | $3,014+11.3% | $4,628-27.5% | $2,381+41.0% |
| Participant deferral / active EE | $6,271 | $5,240+19.7% | $6,426-2.4% | $3,470+80.8% |
| Admin fee / account holder | $3,841 | $5,519-30.4% | $9,284-58.6% | $4,887-21.4% |