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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 | $159,503 | $90,745+75.8% | $130,231+22.5% | $75,173+112.2% |
| Participation rate | 100.0% | 71.1%+28.9pp | 76.3%+23.7pp | 67.2%+32.8pp |
| Annual return | 9.44% | 34.45%-25.0pp | 38.86%-29.4pp | 160.72%-151.3pp |
| Employer contribution / active EE | $5,139 | $3,314+55.1% | $4,126+24.6% | $2,671+92.4% |
| Participant deferral / active EE | $0 | $5,362-100.0% | $6,799-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,808 | $6,331-55.7% | $6,020-53.4% | $5,651-50.3% |