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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 | $22,616 | $98,776-77.1% | $149,745-84.9% | $79,856-71.7% |
| Participation rate | 86.5% | 75.8%+10.7pp | 82.5%+4.0pp | 69.6%+16.8pp |
| Annual return | 44.32% | 27.38%+16.9pp | 276.72%-232.4pp | 31.71%+12.6pp |
| Employer contribution / active EE | $2,506 | $3,217-22.1% | $4,646-46.1% | $2,471+1.4% |
| Participant deferral / active EE | $9,618 | $5,681+69.3% | $6,843+40.5% | $3,741+157.1% |
| Admin fee / account holder | $1,770 | $6,053-70.8% | $9,312-81.0% | $5,306-66.6% |