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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 | $30,514 | $85,515-64.3% | $112,040-72.8% | $67,986-55.1% |
| Participation rate | 89.2% | 68.2%+20.9pp | 76.5%+12.7pp | 57.2%+32.0pp |
| Annual return | 52.70% | 29.68%+23.0pp | 24.52%+28.2pp | 31.67%+21.0pp |
| Employer contribution / active EE | $3,151 | $2,191+43.8% | $2,954+6.7% | $2,019+56.1% |
| Participant deferral / active EE | $5,434 | $4,014+35.4% | $5,098+6.6% | $3,358+61.8% |
| Admin fee / account holder | $2,292 | $3,774-39.2% | $12,098-81.1% | $3,203-28.4% |