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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 | $158,356 | $95,453+65.9% | $112,040+41.3% | $82,448+92.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 11.91% | 23.92%-12.0pp | 24.52%-12.6pp | 41.64%-29.7pp |
| Employer contribution / active EE | $11,486 | $2,318+395.6% | $2,954+288.8% | $2,551+350.3% |
| Participant deferral / active EE | $4,740 | $4,224+12.2% | $5,098-7.0% | $4,139+14.5% |
| Admin fee / account holder | $2,046 | $9,013-77.3% | $12,098-83.1% | $7,234-71.7% |