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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 | $12,224 | $45,126-72.9% | $85,187-85.7% | $74,459-83.6% |
| Participation rate | 88.3% | 49.4%+38.9pp | 67.5%+20.7pp | 67.2%+21.0pp |
| Annual return | 10.42% | 26.30%-15.9pp | 66.67%-56.2pp | 1369.70%-1359.3pp |
| Employer contribution / active EE | $1,425 | $1,460-2.4% | $2,732-47.9% | $2,626-45.7% |
| Participant deferral / active EE | $1,613 | $2,738-41.1% | $4,525-64.3% | $4,350-62.9% |
| Admin fee / account holder | $2,392 | $2,212+8.1% | $6,162-61.2% | $1,945+23.0% |