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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 | $41,406 | $68,852-39.9% | $120,524-65.6% | $80,925-48.8% |
| Participation rate | 85.1% | 61.6%+23.4pp | 71.9%+13.1pp | 67.7%+17.4pp |
| Annual return | 3.52% | 23.67%-20.1pp | 107.36%-103.8pp | 35.65%-32.1pp |
| Employer contribution / active EE | $2,510 | $2,063+21.6% | $3,469-27.7% | $2,756-9.0% |
| Participant deferral / active EE | $0 | $3,187-100.0% | $4,994-100.0% | $4,299-100.0% |
| Admin fee / account holder | $11,898 | $5,781+105.8% | $9,440+26.0% | $6,940+71.4% |