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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 | $22,893 | $87,132-73.7% | $105,624-78.3% | $80,959-71.7% |
| Participation rate | 79.3% | 70.4%+8.9pp | 75.3%+4.1pp | 67.7%+11.7pp |
| Annual return | 75.23% | 17.03%+58.2pp | 116.20%-41.0pp | 35.67%+39.6pp |
| Employer contribution / active EE | $1,606 | $2,397-33.0% | $3,168-49.3% | $2,757-41.7% |
| Participant deferral / active EE | $1,971 | $3,985-50.6% | $5,013-60.7% | $4,300-54.2% |
| Admin fee / account holder | $1,008 | $8,449-88.1% | $10,961-90.8% | $6,925-85.4% |