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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 | $28,898 | $79,169-63.5% | $100,415-71.2% | $74,478-61.2% |
| Participation rate | 83.6% | 79.4%+4.2pp | 81.5%+2.1pp | 67.2%+16.4pp |
| Annual return | 47.96% | 20.51%+27.4pp | 49.47%-1.5pp | 1370.56%-1322.6pp |
| Employer contribution / active EE | $3,514 | $3,017+16.5% | $3,943-10.9% | $2,626+33.8% |
| Participant deferral / active EE | $6,171 | $7,751-20.4% | $8,091-23.7% | $4,350+41.8% |
| Admin fee / account holder | $766 | $1,337-42.7% | $7,906-90.3% | $1,946-60.6% |