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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 | $26,186 | $45,082-41.9% | $69,464-62.3% | $72,975-64.1% |
| Participation rate | 91.9% | 68.5%+23.4pp | 74.6%+17.3pp | 69.5%+22.4pp |
| Annual return | 5.60% | 22.66%-17.1pp | 28.98%-23.4pp | 81.01%-75.4pp |
| Employer contribution / active EE | $2,865 | $2,055+39.4% | $2,779+3.1% | $2,440+17.4% |
| Participant deferral / active EE | $986 | $2,604-62.1% | $3,536-72.1% | $3,608-72.7% |
| Admin fee / account holder | $982 | $3,057-67.9% | $3,840-74.4% | $5,124-80.8% |