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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 | $18,714 | $80,753-76.8% | $136,298-86.3% | $62,293-70.0% |
| Participation rate | 72.4% | 73.5%-1.1pp | 81.9%-9.5pp | 69.5%+2.9pp |
| Annual return | 22.57% | 35.83%-13.3pp | 5156.27%-5133.7pp | 28.90%-6.3pp |
| Employer contribution / active EE | $2,263 | $2,884-21.5% | $4,696-51.8% | $2,042+10.8% |
| Participant deferral / active EE | $4,419 | $5,164-14.4% | $6,247-29.3% | $3,169+39.4% |
| Admin fee / account holder | $3,854 | $525+633.5% | $9,244-58.3% | $479+704.0% |