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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 | $12,680 | $65,555-80.7% | $86,216-85.3% | $75,173-83.1% |
| Participation rate | 96.4% | 60.5%+35.9pp | 69.0%+27.5pp | 67.2%+29.2pp |
| Annual return | 17.47% | 46.07%-28.6pp | 1169.42%-1151.9pp | 160.72%-143.2pp |
| Employer contribution / active EE | $3,192 | $1,553+105.5% | $2,382+34.0% | $2,671+19.5% |
| Participant deferral / active EE | $2,453 | $3,023-18.9% | $3,986-38.5% | $4,126-40.6% |
| Admin fee / account holder | $2,091 | $5,469-61.8% | $6,853-69.5% | $5,651-63.0% |