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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 | $71,720 | $98,776-27.4% | $149,745-52.1% | $79,856-10.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 6.47% | 27.38%-20.9pp | 276.72%-270.3pp | 31.71%-25.2pp |
| Employer contribution / active EE | $3,659 | $3,217+13.7% | $4,646-21.2% | $2,471+48.0% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $848 | $6,053-86.0% | $9,312-90.9% | $5,306-84.0% |