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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 | $32,806 | $104,479-68.6% | $159,474-79.4% | $79,391-58.7% |
| Participation rate | 94.7% | 76.6%+18.1pp | 82.8%+11.9pp | 70.7%+24.0pp |
| Annual return | 11.44% | 67.98%-56.5pp | 263.68%-252.2pp | 116.88%-105.4pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,831-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $3,089 | $6,468-52.2% | $7,353-58.0% | $4,046-23.6% |
| Admin fee / account holder | $8,606 | $711+1109.9% | $10,802-20.3% | $627+1273.7% |