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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 | $22,753 | $85,766-73.5% | $136,298-83.3% | $70,126-67.6% |
| Participation rate | 87.5% | 74.2%+13.3pp | 81.9%+5.6pp | 69.5%+18.0pp |
| Annual return | 19.43% | 31.46%-12.0pp | 5156.27%-5136.8pp | 73.15%-53.7pp |
| Employer contribution / active EE | $4,203 | $2,966+41.7% | $4,696-10.5% | $2,343+79.4% |
| Participant deferral / active EE | $7,385 | $5,051+46.2% | $6,247+18.2% | $3,332+121.7% |
| Admin fee / account holder | $13,259 | $5,421+144.6% | $9,244+43.4% | $4,645+185.4% |