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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 | $13,312 | $104,479-87.3% | $159,474-91.7% | $79,391-83.2% |
| Participation rate | 71.2% | 76.6%-5.5pp | 82.8%-11.7pp | 70.7%+0.4pp |
| Annual return | 29.91% | 67.98%-38.1pp | 263.68%-233.8pp | 116.88%-87.0pp |
| Employer contribution / active EE | $1,964 | $3,417-42.5% | $4,831-59.3% | $2,428-19.1% |
| Participant deferral / active EE | $3,394 | $6,468-47.5% | $7,353-53.8% | $4,046-16.1% |
| Admin fee / account holder | $1,267 | $711+78.2% | $10,802-88.3% | $627+102.3% |