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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 | $68,880-39.9% | $120,580-65.7% | $80,959-48.9% |
| Participation rate | 85.1% | 61.7%+23.4pp | 72.0%+13.1pp | 67.7%+17.4pp |
| Annual return | 3.52% | 23.68%-20.2pp | 107.48%-104.0pp | 35.67%-32.1pp |
| Employer contribution / active EE | $2,510 | $2,066+21.5% | $3,469-27.7% | $2,757-9.0% |
| Participant deferral / active EE | $0 | $3,191-100.0% | $4,995-100.0% | $4,300-100.0% |
| Admin fee / account holder | $11,898 | $5,785+105.7% | $9,418+26.3% | $6,925+71.8% |