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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 | $10,426 | $88,117-88.2% | $164,928-93.7% | $74,400-86.0% |
| Participation rate | 88.1% | 73.1%+15.0pp | 78.6%+9.5pp | 67.2%+20.9pp |
| Annual return | 12.39% | 17.27%-4.9pp | 70.08%-57.7pp | 1367.51%-1355.1pp |
| Employer contribution / active EE | $1,601 | $2,596-38.3% | $4,343-63.1% | $2,624-39.0% |
| Participant deferral / active EE | $3,111 | $4,501-30.9% | $6,034-48.4% | $4,348-28.5% |
| Admin fee / account holder | $1,104 | $2,230-50.5% | $12,684-91.3% | $1,944-43.2% |