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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 | $31,519 | $100,194-68.5% | $122,979-74.4% | $86,983-63.8% |
| Participation rate | 94.3% | 73.0%+21.4pp | 77.2%+17.1pp | 69.5%+24.8pp |
| Annual return | 50.75% | 16.47%+34.3pp | 20.12%+30.6pp | 25.83%+24.9pp |
| Employer contribution / active EE | $7,234 | $2,326+211.0% | $3,062+136.2% | $2,584+179.9% |
| Participant deferral / active EE | $0 | $4,133-100.0% | $5,003-100.0% | $4,194-100.0% |
| Admin fee / account holder | $4,799 | $10,148-52.7% | $12,864-62.7% | $7,856-38.9% |