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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 | $10,601 | $29,670-64.3% | $56,054-81.1% | $80,911-86.9% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.6%+32.4pp |
| Annual return | 8.74% | 35.24%-26.5pp | 1705.95%-1697.2pp | 35.63%-26.9pp |
| Employer contribution / active EE | $1,072 | $670+60.1% | $1,039+3.2% | $2,756-61.1% |
| Participant deferral / active EE | $2,130 | $1,227+73.6% | $1,952+9.1% | $4,297-50.4% |
| Admin fee / account holder | $997 | $2,431-59.0% | $2,822-64.7% | $6,935-85.6% |