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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 | $106,247+35.1% | $147,096-2.4% | $77,714+84.7% |
| Participation rate | 97.8% | 78.4%+19.4pp | 82.2%+15.6pp | 70.6%+27.2pp |
| Annual return | -9.25% | 56.87%-66.1pp | 419.75%-429.0pp | 31.26%-40.5pp |
| Employer contribution / active EE | $42,003 | $4,069+932.2% | $4,936+751.0% | $2,727+1440.4% |
| Participant deferral / active EE | $0 | $7,996-100.0% | $8,071-100.0% | $4,649-100.0% |
| Admin fee / account holder | $8,715 | $338+2476.3% | $13,005-33.0% | $433+1911.5% |