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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 | $37,716 | $45,050-16.3% | $63,018-40.2% | $70,126-46.2% |
| Participation rate | 98.7% | 69.5%+29.2pp | 74.8%+23.9pp | 69.5%+29.1pp |
| Annual return | 10.65% | 18.76%-8.1pp | 87.62%-77.0pp | 73.15%-62.5pp |
| Employer contribution / active EE | $1,250 | $2,052-39.1% | $2,761-54.7% | $2,343-46.7% |
| Participant deferral / active EE | $1,987 | $2,466-19.4% | $3,330-40.3% | $3,332-40.4% |
| Admin fee / account holder | $799 | $2,834-71.8% | $3,601-77.8% | $4,645-82.8% |