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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 | $13,070 | $89,367-85.4% | $141,191-90.7% | $72,975-82.1% |
| Participation rate | 92.9% | 75.1%+17.7pp | 82.5%+10.4pp | 69.5%+23.4pp |
| Annual return | 33.69% | 111.87%-78.2pp | 71.41%-37.7pp | 81.01%-47.3pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,887 | $5,419+27.1% | $6,710+2.6% | $3,608+90.9% |
| Admin fee / account holder | $2,393 | $5,957-59.8% | $10,264-76.7% | $5,124-53.3% |