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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 | $12,971 | $59,584-78.2% | $86,615-85.0% | $79,391-83.7% |
| Participation rate | 89.2% | 67.7%+21.5pp | 71.6%+17.6pp | 70.7%+18.5pp |
| Annual return | 41.30% | 23.15%+18.1pp | 63.51%-22.2pp | 116.88%-75.6pp |
| Employer contribution / active EE | $1,477 | $1,768-16.5% | $2,496-40.8% | $2,428-39.2% |
| Participant deferral / active EE | $2,245 | $3,036-26.1% | $3,699-39.3% | $4,046-44.5% |
| Admin fee / account holder | $1,208 | $604+99.9% | $5,830-79.3% | $627+92.7% |