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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 | $30,070 | $101,499-70.4% | $147,005-79.5% | $74,546-59.7% |
| Participation rate | 86.9% | 75.5%+11.4pp | 82.2%+4.8pp | 67.2%+19.7pp |
| Annual return | 18.44% | 8732.34%-8713.9pp | 418.76%-400.3pp | 1366.03%-1347.6pp |
| Employer contribution / active EE | $2,663 | $3,811-30.1% | $4,934-46.0% | $2,624+1.5% |
| Participant deferral / active EE | $7,015 | $7,304-4.0% | $8,070-13.1% | $4,347+61.4% |
| Admin fee / account holder | $2,351 | $1,748+34.5% | $13,006-81.9% | $1,944+21.0% |