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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 | $16,733 | $89,367-81.3% | $141,191-88.1% | $72,975-77.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 29.25% | 111.87%-82.6pp | 71.41%-42.2pp | 81.01%-51.8pp |
| Employer contribution / active EE | $3,959 | $3,115+27.1% | $4,736-16.4% | $2,440+62.3% |
| Participant deferral / active EE | $8,355 | $5,419+54.2% | $6,710+24.5% | $3,608+131.6% |
| Admin fee / account holder | $929 | $5,957-84.4% | $10,264-90.9% | $5,124-81.9% |