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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,427 | $75,183-83.5% | $123,894-90.0% | $55,167-77.5% |
| Participation rate | 95.3% | 72.8%+22.5pp | 81.4%+13.9pp | 69.0%+26.3pp |
| Annual return | 21.28% | 19.01%+2.3pp | 47.52%-26.2pp | 169.23%-148.0pp |
| Employer contribution / active EE | $1,599 | $2,823-43.4% | $4,617-65.4% | $1,963-18.5% |
| Participant deferral / active EE | $2,582 | $5,084-49.2% | $5,984-56.9% | $3,054-15.5% |
| Admin fee / account holder | $929 | $663+40.3% | $8,357-88.9% | $504+84.5% |