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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 | $12,670 | $88,122-85.6% | $141,191-91.0% | $67,579-81.3% |
| Participation rate | 92.3% | 76.5%+15.9pp | 82.5%+9.9pp | 71.3%+21.1pp |
| Annual return | 200.10% | 75.40%+124.7pp | 71.41%+128.7pp | 378.56%-178.5pp |
| Employer contribution / active EE | $1,981 | $3,224-38.6% | $4,736-58.2% | $2,148-7.8% |
| Participant deferral / active EE | $3,113 | $5,958-47.8% | $6,710-53.6% | $3,539-12.0% |
| Admin fee / account holder | $1,311 | $131+901.9% | $10,264-87.2% | $142+821.7% |