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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 | $16,020 | $85,515-81.3% | $112,040-85.7% | $67,986-76.4% |
| Participation rate | 91.2% | 68.2%+23.0pp | 76.5%+14.7pp | 57.2%+34.0pp |
| Annual return | 78.76% | 29.68%+49.1pp | 24.52%+54.2pp | 31.67%+47.1pp |
| Employer contribution / active EE | $0 | $2,191-100.0% | $2,954-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $7,512 | $4,014+87.1% | $5,098+47.4% | $3,358+123.7% |
| Admin fee / account holder | $917 | $3,774-75.7% | $12,098-92.4% | $3,203-71.4% |