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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 | $12,058 | $65,423-81.6% | $98,477-87.8% | $85,856-86.0% |
| Participation rate | 70.4% | 65.0%+5.4pp | 73.3%-2.9pp | 69.3%+1.1pp |
| Annual return | 28.69% | 21.76%+6.9pp | 1493.59%-1464.9pp | 318.58%-289.9pp |
| Employer contribution / active EE | $830 | $2,168-61.7% | $2,961-72.0% | $2,565-67.6% |
| Participant deferral / active EE | $1,363 | $3,167-57.0% | $4,276-68.1% | $3,952-65.5% |
| Admin fee / account holder | $947 | $4,594-79.4% | $5,951-84.1% | $6,261-84.9% |