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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 | $68,261 | $85,171-19.9% | $172,752-60.5% | $72,975-6.5% |
| Participation rate | 97.6% | 70.1%+27.5pp | 82.6%+14.9pp | 69.5%+28.1pp |
| Annual return | 1.93% | 27.32%-25.4pp | 802.97%-801.0pp | 81.01%-79.1pp |
| Employer contribution / active EE | $5,077 | $3,324+52.7% | $5,144-1.3% | $2,440+108.1% |
| Participant deferral / active EE | $2,790 | $3,260-14.4% | $5,198-46.3% | $3,608-22.7% |
| Admin fee / account holder | $4,540 | $5,880-22.8% | $13,955-67.5% | $5,124-11.4% |