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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 | $91,013 | $88,672+2.6% | $105,223-13.5% | $82,448+10.4% |
| Participation rate | 97.2% | 67.9%+29.3pp | 75.0%+22.2pp | 68.1%+29.2pp |
| Annual return | 11.93% | 30.86%-18.9pp | 180.65%-168.7pp | 41.64%-29.7pp |
| Employer contribution / active EE | $2,083 | $3,048-31.6% | $3,689-43.5% | $2,551-18.3% |
| Participant deferral / active EE | $4,335 | $4,036+7.4% | $5,072-14.5% | $4,139+4.7% |
| Admin fee / account holder | $3,166 | $7,146-55.7% | $8,859-64.3% | $7,234-56.2% |