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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 | $23,065 | $79,523-71.0% | $140,019-83.5% | $56,289-59.0% |
| Participation rate | 79.2% | 85.7%-6.5pp | 87.5%-8.3pp | 69.9%+9.3pp |
| Annual return | 44.15% | 2.39%+41.8pp | 651.17%-607.0pp | -9.96%+54.1pp |
| Employer contribution / active EE | $2,125 | $3,350-36.6% | $5,605-62.1% | $2,111+0.6% |
| Participant deferral / active EE | $4,067 | $5,129-20.7% | $6,927-41.3% | $3,350+21.4% |
| Admin fee / account holder | $1,973 | $614+221.2% | $10,705-81.6% | $521+278.8% |