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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 | $101,653-70.4% | $147,080-79.6% | $74,459-59.6% |
| Participation rate | 86.9% | 75.6%+11.4pp | 82.2%+4.7pp | 67.2%+19.7pp |
| Annual return | 18.44% | 8754.98%-8736.5pp | 420.17%-401.7pp | 1369.70%-1351.3pp |
| Employer contribution / active EE | $2,663 | $3,813-30.2% | $4,933-46.0% | $2,626+1.4% |
| Participant deferral / active EE | $7,015 | $7,304-4.0% | $8,066-13.0% | $4,350+61.3% |
| Admin fee / account holder | $2,351 | $1,752+34.2% | $12,989-81.9% | $1,945+20.9% |