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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 | $30,856 | $79,045-61.0% | $100,378-69.3% | $74,429-58.5% |
| Participation rate | 94.2% | 79.4%+14.7pp | 81.5%+12.7pp | 67.2%+27.0pp |
| Annual return | 15.58% | 20.61%-5.0pp | 49.41%-33.8pp | 1368.38%-1352.8pp |
| Employer contribution / active EE | $2,314 | $3,015-23.2% | $3,942-41.3% | $2,625-11.8% |
| Participant deferral / active EE | $5,026 | $7,751-35.2% | $8,087-37.9% | $4,348+15.6% |
| Admin fee / account holder | $3,721 | $1,335+178.8% | $7,899-52.9% | $1,944+91.4% |