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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 | $18,108 | $93,617-80.7% | $135,982-86.7% | $75,177-75.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.11% | 30.89%-14.8pp | 68.32%-52.2pp | 160.75%-144.6pp |
| Employer contribution / active EE | $1,947 | $3,538-45.0% | $4,859-59.9% | $2,671-27.1% |
| Participant deferral / active EE | $5,219 | $6,406-18.5% | $7,760-32.7% | $4,126+26.5% |
| Admin fee / account holder | $961 | $6,980-86.2% | $10,767-91.1% | $5,651-83.0% |