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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 | $41,243 | $138,386-70.2% | $184,260-77.6% | $80,935-49.0% |
| Participation rate | 87.1% | 83.9%+3.2pp | 86.8%+0.3pp | 67.7%+19.4pp |
| Annual return | 35.04% | 20.02%+15.0pp | 28.84%+6.2pp | 35.66%-0.6pp |
| Employer contribution / active EE | $4,409 | $4,851-9.1% | $6,427-31.4% | $2,757+59.9% |
| Participant deferral / active EE | $5,314 | $7,076-24.9% | $9,133-41.8% | $4,299+23.6% |
| Admin fee / account holder | $4,049 | $10,489-61.4% | $13,898-70.9% | $6,924-41.5% |