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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 | $28,971 | $79,181-63.4% | $102,423-71.7% | $74,429-61.1% |
| Participation rate | 87.7% | 74.8%+12.9pp | 76.5%+11.2pp | 67.2%+20.5pp |
| Annual return | 27.55% | 54.97%-27.4pp | 29.42%-1.9pp | 1368.38%-1340.8pp |
| Employer contribution / active EE | $1,065 | $2,362-54.9% | $3,023-64.8% | $2,625-59.4% |
| Participant deferral / active EE | $2,509 | $4,416-43.2% | $5,054-50.4% | $4,348-42.3% |
| Admin fee / account holder | $1,093 | $2,002-45.4% | $9,455-88.4% | $1,944-43.8% |