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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 | $79,189-62.6% | $102,457-71.1% | $74,400-60.2% |
| Participation rate | 91.9% | 74.8%+17.1pp | 76.5%+15.4pp | 67.2%+24.7pp |
| Annual return | 18.89% | 54.98%-36.1pp | 29.41%-10.5pp | 1367.51%-1348.6pp |
| Employer contribution / active EE | $3,311 | $2,362+40.2% | $3,022+9.6% | $2,624+26.2% |
| Participant deferral / active EE | $5,272 | $4,415+19.4% | $5,054+4.3% | $4,348+21.2% |
| Admin fee / account holder | $2,671 | $2,002+33.4% | $9,451-71.7% | $1,944+37.4% |