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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 | $22,845 | $105,198-78.3% | $159,455-85.7% | $85,856-73.4% |
| Participation rate | 98.9% | 75.8%+23.1pp | 82.8%+16.1pp | 69.3%+29.6pp |
| Annual return | 17.14% | 45.08%-27.9pp | 263.63%-246.5pp | 318.58%-301.4pp |
| Employer contribution / active EE | $980 | $3,319-70.5% | $4,830-79.7% | $2,565-61.8% |
| Participant deferral / active EE | $5,609 | $5,946-5.7% | $7,353-23.7% | $3,952+41.9% |
| Admin fee / account holder | $3,271 | $6,934-52.8% | $10,800-69.7% | $6,261-47.8% |