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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 | $95,404-67.0% | $113,397-72.2% | $82,637-61.9% |
| Participation rate | 94.3% | 72.8%+21.5pp | 76.5%+17.8pp | 68.1%+26.3pp |
| Annual return | 50.75% | 19.08%+31.7pp | 23.20%+27.5pp | 53.51%-2.8pp |
| Employer contribution / active EE | $7,234 | $2,307+213.6% | $2,977+143.0% | $2,552+183.4% |
| Participant deferral / active EE | $0 | $4,220-100.0% | $5,076-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,799 | $9,168-47.7% | $11,957-59.9% | $7,339-34.6% |