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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 | $17,402 | $80,753-78.5% | $136,298-87.2% | $62,293-72.1% |
| Participation rate | 87.1% | 73.5%+13.5pp | 81.9%+5.1pp | 69.5%+17.5pp |
| Annual return | 39.36% | 35.83%+3.5pp | 5156.27%-5116.9pp | 28.90%+10.5pp |
| Employer contribution / active EE | $2,828 | $2,884-1.9% | $4,696-39.8% | $2,042+38.5% |
| Participant deferral / active EE | $5,835 | $5,164+13.0% | $6,247-6.6% | $3,169+84.1% |
| Admin fee / account holder | $5,094 | $525+869.5% | $9,244-44.9% | $479+962.7% |