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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 | $94,203 | $49,249+91.3% | $70,476+33.7% | $79,852+18.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 4.54% | 30.09%-25.6pp | 109.12%-104.6pp | 31.72%-27.2pp |
| Employer contribution / active EE | $6,774 | $2,100+222.5% | $2,738+147.4% | $2,471+174.1% |
| Participant deferral / active EE | $7,650 | $2,769+176.3% | $3,710+106.2% | $3,740+104.5% |
| Admin fee / account holder | $1,877 | $2,878-34.8% | $3,847-51.2% | $5,306-64.6% |