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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 | $68,573-39.6% | $120,368-65.6% | $80,874-48.8% |
| Participation rate | 85.1% | 61.6%+23.5pp | 71.9%+13.2pp | 67.6%+17.4pp |
| Annual return | 3.52% | 23.61%-20.1pp | 107.26%-103.7pp | 35.62%-32.1pp |
| Employer contribution / active EE | $2,510 | $2,052+22.3% | $3,465-27.6% | $2,756-8.9% |
| Participant deferral / active EE | $0 | $3,174-100.0% | $4,991-100.0% | $4,297-100.0% |
| Admin fee / account holder | $11,898 | $5,734+107.5% | $9,429+26.2% | $6,935+71.6% |