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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 | $32,136 | $101,672-68.4% | $147,117-78.2% | $74,478-56.9% |
| Participation rate | 97.3% | 75.5%+21.8pp | 82.2%+15.1pp | 67.2%+30.1pp |
| Annual return | 27.00% | 8757.83%-8730.8pp | 420.54%-393.5pp | 1370.56%-1343.6pp |
| Employer contribution / active EE | $4,107 | $3,813+7.7% | $4,932-16.7% | $2,626+56.4% |
| Participant deferral / active EE | $7,888 | $7,305+8.0% | $8,065-2.2% | $4,350+81.3% |
| Admin fee / account holder | $2,837 | $1,753+61.8% | $12,993-78.2% | $1,946+45.8% |