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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 | $31,816 | $89,282-64.4% | $94,672-66.4% | $74,473-57.3% |
| Participation rate | 89.2% | 82.4%+6.8pp | 80.8%+8.4pp | 70.7%+18.5pp |
| Annual return | 217.73% | 25.96%+191.8pp | 156.89%+60.8pp | 34.36%+183.4pp |
| Employer contribution / active EE | $2,869 | $3,022-5.1% | $3,673-21.9% | $2,638+8.8% |
| Participant deferral / active EE | $5,653 | $8,425-32.9% | $7,417-23.8% | $4,530+24.8% |
| Admin fee / account holder | $1,472 | $219+572.6% | $7,222-79.6% | $347+324.0% |