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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 | $21,726 | $82,879-73.8% | $96,576-77.5% | $67,986-68.0% |
| Participation rate | 92.2% | 75.2%+17.0pp | 81.4%+10.7pp | 57.2%+34.9pp |
| Annual return | 120.83% | 36.90%+83.9pp | 38.47%+82.4pp | 31.67%+89.2pp |
| Employer contribution / active EE | $2,443 | $2,727-10.4% | $3,553-31.2% | $2,019+21.0% |
| Participant deferral / active EE | $8,828 | $6,976+26.5% | $7,956+10.9% | $3,358+162.9% |
| Admin fee / account holder | $2,243 | $2,783-19.4% | $11,381-80.3% | $3,203-30.0% |