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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 | $93,345-2.5% | $119,126-23.6% | $87,485+4.0% |
| Participation rate | 97.2% | 68.7%+28.5pp | 75.8%+21.5pp | 68.9%+28.3pp |
| Annual return | 11.93% | 19.08%-7.2pp | 282.11%-270.2pp | 26.06%-14.1pp |
| Employer contribution / active EE | $2,083 | $3,172-34.3% | $4,034-48.4% | $2,596-19.8% |
| Participant deferral / active EE | $4,335 | $4,099+5.8% | $5,318-18.5% | $4,274+1.4% |
| Admin fee / account holder | $3,166 | $8,039-60.6% | $10,693-70.4% | $7,775-59.3% |