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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 | $24,597 | $122,051-79.8% | $184,185-86.6% | $74,400-66.9% |
| Participation rate | 99.0% | 85.5%+13.5pp | 86.8%+12.2pp | 67.2%+31.8pp |
| Annual return | 19.59% | 19.91%-0.3pp | 28.81%-9.2pp | 1367.51%-1347.9pp |
| Employer contribution / active EE | $3,680 | $4,539-18.9% | $6,426-42.7% | $2,624+40.2% |
| Participant deferral / active EE | $7,185 | $7,146+0.5% | $9,132-21.3% | $4,348+65.2% |
| Admin fee / account holder | $3,456 | $1,258+174.7% | $13,909-75.2% | $1,944+77.8% |