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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 | $29,577 | $79,209-62.7% | $102,434-71.1% | $74,459-60.3% |
| Participation rate | 91.9% | 74.8%+17.1pp | 76.5%+15.4pp | 67.2%+24.7pp |
| Annual return | 18.89% | 54.98%-36.1pp | 29.46%-10.6pp | 1369.70%-1350.8pp |
| Employer contribution / active EE | $3,311 | $2,362+40.2% | $3,023+9.5% | $2,626+26.1% |
| Participant deferral / active EE | $5,272 | $4,417+19.3% | $5,055+4.3% | $4,350+21.2% |
| Admin fee / account holder | $2,671 | $2,002+33.4% | $9,462-71.8% | $1,945+37.3% |