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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 | $14,438 | $45,312-68.1% | $86,233-83.3% | $67,986-78.8% |
| Participation rate | 86.5% | 42.4%+44.1pp | 69.0%+17.5pp | 57.2%+29.3pp |
| Annual return | 13.25% | 24.79%-11.5pp | 61.39%-48.1pp | 31.67%-18.4pp |
| Employer contribution / active EE | $1,361 | $1,160+17.4% | $2,504-45.7% | $2,019-32.6% |
| Participant deferral / active EE | $2,487 | $2,185+13.9% | $4,559-45.4% | $3,358-25.9% |
| Admin fee / account holder | $2,620 | $3,295-20.5% | $8,342-68.6% | $3,203-18.2% |