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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 | $79,867-79.9% | $120,344-86.7% | $64,340-75.1% |
| Participation rate | 91.2% | 63.0%+28.3pp | 76.7%+14.5pp | 55.2%+36.0pp |
| Annual return | 78.76% | 21.10%+57.7pp | 20.30%+58.5pp | 24.14%+54.6pp |
| Employer contribution / active EE | $0 | $1,925-100.0% | $3,020-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $7,512 | $3,593+109.1% | $5,135+46.3% | $2,980+152.1% |
| Admin fee / account holder | $917 | $5,039-81.8% | $12,742-92.8% | $3,703-75.2% |