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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 | $14,016 | $108,825-87.1% | $156,181-91.0% | $82,448-83.0% |
| Participation rate | 96.6% | 72.4%+24.2pp | 78.8%+17.7pp | 68.1%+28.5pp |
| Annual return | 17.88% | 20.59%-2.7pp | 64.87%-47.0pp | 41.64%-23.8pp |
| Employer contribution / active EE | $2,006 | $2,870-30.1% | $4,294-53.3% | $2,551-21.4% |
| Participant deferral / active EE | $4,303 | $4,577-6.0% | $6,132-29.8% | $4,139+3.9% |
| Admin fee / account holder | $852 | $9,341-90.9% | $14,586-94.2% | $7,234-88.2% |