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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 | $24,984 | $61,338-59.3% | $149,717-83.3% | $71,495-65.1% |
| Participation rate | 70.5% | 62.5%+8.0pp | 78.8%-8.3pp | 67.9%+2.6pp |
| Annual return | 11.08% | 35.86%-24.8pp | 134.41%-123.3pp | 28.85%-17.8pp |
| Employer contribution / active EE | $445 | $2,381-81.3% | $4,820-90.8% | $2,589-82.8% |
| Participant deferral / active EE | $1,016 | $2,919-65.2% | $5,682-82.1% | $4,291-76.3% |
| Admin fee / account holder | $803 | $1,263-36.4% | $13,213-93.9% | $1,588-49.4% |