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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 | $14,640 | $87,225-83.2% | $158,226-90.7% | $94,015-84.4% |
| Participation rate | 97.4% | 67.9%+29.5pp | 74.8%+22.6pp | 70.8%+26.6pp |
| Annual return | 20.87% | 16.34%+4.5pp | 501.41%-480.5pp | 17.84%+3.0pp |
| Employer contribution / active EE | $1,395 | $2,217-37.1% | $2,986-53.3% | $2,790-50.0% |
| Participant deferral / active EE | $3,381 | $3,405-0.7% | $4,317-21.7% | $4,249-20.4% |
| Admin fee / account holder | $339 | $7,888-95.7% | $10,217-96.7% | $8,951-96.2% |