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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 | $106,110+35.3% | $147,005-2.4% | $77,671+84.8% |
| Participation rate | 97.8% | 78.4%+19.4pp | 82.2%+15.6pp | 70.6%+27.2pp |
| Annual return | -9.25% | 56.77%-66.0pp | 418.76%-428.0pp | 31.21%-40.5pp |
| Employer contribution / active EE | $42,003 | $4,065+933.4% | $4,934+751.2% | $2,726+1440.6% |
| Participant deferral / active EE | $0 | $7,992-100.0% | $8,070-100.0% | $4,648-100.0% |
| Admin fee / account holder | $8,715 | $338+2480.5% | $13,006-33.0% | $430+1924.9% |