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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 | $51,326 | $67,602-24.1% | $82,312-37.6% | $70,126-26.8% |
| Participation rate | 98.8% | 72.8%+26.0pp | 76.9%+21.9pp | 69.5%+29.3pp |
| Annual return | 11.93% | 21.57%-9.6pp | 25.88%-13.9pp | 73.15%-61.2pp |
| Employer contribution / active EE | $1,813 | $1,755+3.3% | $2,428-25.4% | $2,343-22.6% |
| Participant deferral / active EE | $5,447 | $2,987+82.3% | $3,706+47.0% | $3,332+63.5% |
| Admin fee / account holder | $4,457 | $4,512-1.2% | $5,608-20.5% | $4,645-4.0% |