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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 | $30,653 | $45,050-32.0% | $63,018-51.4% | $70,126-56.3% |
| Participation rate | 83.7% | 69.5%+14.2pp | 74.8%+8.9pp | 69.5%+14.2pp |
| Annual return | 10.76% | 18.76%-8.0pp | 87.62%-76.9pp | 73.15%-62.4pp |
| Employer contribution / active EE | $2,290 | $2,052+11.6% | $2,761-17.0% | $2,343-2.2% |
| Participant deferral / active EE | $962 | $2,466-61.0% | $3,330-71.1% | $3,332-71.1% |
| Admin fee / account holder | $6,199 | $2,834+118.7% | $3,601+72.1% | $4,645+33.4% |