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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 | $9,329 | $84,936-89.0% | $111,303-91.6% | $79,393-88.2% |
| Participation rate | 89.2% | 75.9%+13.3pp | 77.3%+11.9pp | 70.7%+18.5pp |
| Annual return | 66.13% | 17.45%+48.7pp | 54.66%+11.5pp | 116.87%-50.7pp |
| Employer contribution / active EE | $1,386 | $1,979-30.0% | $2,731-49.3% | $2,428-42.9% |
| Participant deferral / active EE | $2,314 | $3,888-40.5% | $4,487-48.4% | $4,046-42.8% |
| Admin fee / account holder | $418 | $537-22.2% | $7,966-94.8% | $627-33.3% |