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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 | $19,579 | $93,617-79.1% | $135,982-85.6% | $75,177-74.0% |
| Participation rate | 93.6% | 75.2%+18.4pp | 81.9%+11.7pp | 67.2%+26.4pp |
| Annual return | 83.68% | 30.89%+52.8pp | 68.32%+15.4pp | 160.75%-77.1pp |
| Employer contribution / active EE | $3,901 | $3,538+10.3% | $4,859-19.7% | $2,671+46.1% |
| Participant deferral / active EE | $8,047 | $6,406+25.6% | $7,760+3.7% | $4,126+95.0% |
| Admin fee / account holder | $1,125 | $6,980-83.9% | $10,767-89.6% | $5,651-80.1% |