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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 | $75,738 | $105,200-28.0% | $159,474-52.5% | $85,847-11.8% |
| Participation rate | 92.4% | 75.8%+16.6pp | 82.8%+9.6pp | 69.3%+23.1pp |
| Annual return | 11.95% | 45.08%-33.1pp | 263.68%-251.7pp | 318.61%-306.7pp |
| Employer contribution / active EE | $2,333 | $3,319-29.7% | $4,831-51.7% | $2,565-9.1% |
| Participant deferral / active EE | $5,710 | $5,946-4.0% | $7,353-22.3% | $3,952+44.5% |
| Admin fee / account holder | $3,519 | $6,934-49.3% | $10,802-67.4% | $6,261-43.8% |