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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 | $193,208 | $57,305+237.2% | $86,640+123.0% | $75,173+157.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | -6.96% | 2674.24%-2681.2pp | 592.52%-599.5pp | 160.72%-167.7pp |
| Employer contribution / active EE | $3,237 | $2,316+39.8% | $3,024+7.0% | $2,671+21.2% |
| Participant deferral / active EE | $7,359 | $3,320+121.7% | $4,438+65.8% | $4,126+78.3% |
| Admin fee / account holder | $14,010 | $4,116+240.4% | $5,616+149.5% | $5,651+147.9% |