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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 | $32,087 | $88,203-63.6% | $165,100-80.6% | $74,478-56.9% |
| Participation rate | 75.6% | 73.1%+2.4pp | 78.6%-3.1pp | 67.2%+8.3pp |
| Annual return | 23.91% | 17.13%+6.8pp | 70.21%-46.3pp | 1370.56%-1346.7pp |
| Employer contribution / active EE | $1,606 | $2,601-38.2% | $4,348-63.1% | $2,626-38.8% |
| Participant deferral / active EE | $6,194 | $4,505+37.5% | $6,035+2.6% | $4,350+42.4% |
| Admin fee / account holder | $1,278 | $2,235-42.8% | $12,696-89.9% | $1,946-34.3% |