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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 | $81,334-80.3% | $113,397-85.9% | $64,097-75.0% |
| Participation rate | 91.2% | 65.6%+25.6pp | 76.5%+14.7pp | 55.2%+36.0pp |
| Annual return | 78.76% | 32.50%+46.3pp | 23.20%+55.6pp | 34.64%+44.1pp |
| Employer contribution / active EE | $0 | $2,077-100.0% | $2,977-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $7,512 | $3,795+97.9% | $5,076+48.0% | $3,080+143.9% |
| Admin fee / account holder | $917 | $4,208-78.2% | $11,957-92.3% | $3,454-73.5% |