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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 | $28,119 | $82,674-66.0% | $125,381-77.6% | $68,486-58.9% |
| Participation rate | 78.5% | 75.1%+3.4pp | 82.4%-3.9pp | 67.9%+10.6pp |
| Annual return | -21.88% | -5.97%-15.9pp | 572.31%-594.2pp | -7.85%-14.0pp |
| Employer contribution / active EE | $2,247 | $3,382-33.5% | $4,815-53.3% | $2,597-13.5% |
| Participant deferral / active EE | $4,056 | $6,111-33.6% | $7,448-45.5% | $4,028+0.7% |
| Admin fee / account holder | $487 | $6,277-92.2% | $10,007-95.1% | $5,404-91.0% |