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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 | $11,790 | $82,133-85.6% | $147,318-92.0% | $64,097-81.6% |
| Participation rate | 91.0% | 62.3%+28.7pp | 82.1%+8.9pp | 55.2%+35.8pp |
| Annual return | 224.47% | 78.78%+145.7pp | 70.43%+154.0pp | 34.64%+189.8pp |
| Employer contribution / active EE | $2,947 | $2,872+2.6% | $4,593-35.8% | $1,891+55.8% |
| Participant deferral / active EE | $3,255 | $5,407-39.8% | $7,906-58.8% | $3,080+5.7% |
| Admin fee / account holder | $651 | $3,730-82.6% | $13,708-95.3% | $3,454-81.2% |