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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 | $39,959 | $142,972-72.1% | $214,702-81.4% | $86,983-54.1% |
| Participation rate | 97.6% | 84.9%+12.8pp | 87.5%+10.2pp | 69.5%+28.1pp |
| Annual return | 16.69% | 18.49%-1.8pp | 54.55%-37.9pp | 25.83%-9.1pp |
| Employer contribution / active EE | $5,470 | $4,635+18.0% | $6,461-15.3% | $2,584+111.7% |
| Participant deferral / active EE | $3,342 | $6,568-49.1% | $9,147-63.5% | $4,194-20.3% |
| Admin fee / account holder | $2,441 | $17,617-86.1% | $19,830-87.7% | $7,856-68.9% |