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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 | $12,316 | $69,774-82.3% | $67,575-81.8% | $74,459-83.5% |
| Participation rate | 88.1% | 71.4%+16.7pp | 72.9%+15.2pp | 67.2%+20.9pp |
| Annual return | 14.76% | -40.53%+55.3pp | 3528.98%-3514.2pp | 1369.70%-1354.9pp |
| Employer contribution / active EE | $849 | $2,710-68.7% | $2,736-69.0% | $2,626-67.7% |
| Participant deferral / active EE | $5,139 | $3,636+41.3% | $4,003+28.4% | $4,350+18.1% |
| Admin fee / account holder | $1,824 | $890+105.0% | $3,993-54.3% | $1,945-6.2% |