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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 | $40,885 | $122,258-66.6% | $199,883-79.5% | $64,097-36.2% |
| Participation rate | 95.8% | 79.0%+16.8pp | 86.8%+9.0pp | 55.2%+40.6pp |
| Annual return | 101.17% | 24.91%+76.3pp | 43.81%+57.4pp | 34.64%+66.5pp |
| Employer contribution / active EE | $4,376 | $4,242+3.2% | $6,261-30.1% | $1,891+131.4% |
| Participant deferral / active EE | $9,282 | $6,258+48.3% | $9,138+1.6% | $3,080+201.4% |
| Admin fee / account holder | $1,824 | $3,882-53.0% | $17,268-89.4% | $3,454-47.2% |