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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 | $143,527 | $106,264+35.1% | $147,117-2.4% | $77,762+84.6% |
| Participation rate | 97.8% | 78.4%+19.3pp | 82.2%+15.6pp | 70.6%+27.2pp |
| Annual return | -9.25% | 56.94%-66.2pp | 420.54%-429.8pp | 31.27%-40.5pp |
| Employer contribution / active EE | $42,003 | $4,074+931.0% | $4,932+751.6% | $2,728+1439.7% |
| Participant deferral / active EE | $0 | $8,003-100.0% | $8,065-100.0% | $4,651-100.0% |
| Admin fee / account holder | $8,715 | $334+2506.6% | $12,993-32.9% | $433+1913.2% |