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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 | $25,032 | $99,957-75.0% | $149,730-83.3% | $73,493-65.9% |
| Participation rate | 87.0% | 75.7%+11.3pp | 82.5%+4.5pp | 70.7%+16.3pp |
| Annual return | 22.52% | 53.87%-31.4pp | 276.70%-254.2pp | 28.51%-6.0pp |
| Employer contribution / active EE | $2,347 | $3,191-26.5% | $4,645-49.5% | $2,270+3.4% |
| Participant deferral / active EE | $4,320 | $6,073-28.9% | $6,843-36.9% | $3,740+15.5% |
| Admin fee / account holder | $1,809 | $551+228.4% | $9,310-80.6% | $513+252.5% |