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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 | $21,894 | $95,404-77.1% | $113,397-80.7% | $82,637-73.5% |
| Participation rate | 94.7% | 72.8%+21.9pp | 76.5%+18.2pp | 68.1%+26.7pp |
| Annual return | 15.02% | 19.08%-4.1pp | 23.20%-8.2pp | 53.51%-38.5pp |
| Employer contribution / active EE | $1,734 | $2,307-24.8% | $2,977-41.8% | $2,552-32.1% |
| Participant deferral / active EE | $2,303 | $4,220-45.4% | $5,076-54.6% | $4,126-44.2% |
| Admin fee / account holder | $9,593 | $9,168+4.6% | $11,957-19.8% | $7,339+30.7% |