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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 | $24,597 | $122,042-79.8% | $184,260-86.7% | $74,459-67.0% |
| Participation rate | 99.0% | 85.5%+13.5pp | 86.8%+12.2pp | 67.2%+31.8pp |
| Annual return | 19.59% | 19.91%-0.3pp | 28.84%-9.3pp | 1369.70%-1350.1pp |
| Employer contribution / active EE | $3,680 | $4,537-18.9% | $6,427-42.7% | $2,626+40.1% |
| Participant deferral / active EE | $7,185 | $7,143+0.6% | $9,133-21.3% | $4,350+65.2% |
| Admin fee / account holder | $3,456 | $1,252+176.0% | $13,898-75.1% | $1,945+77.7% |