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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 | $78,976-63.4% | $100,383-71.2% | $74,546-61.2% |
| Participation rate | 83.6% | 79.5%+4.1pp | 81.5%+2.1pp | 67.2%+16.4pp |
| Annual return | 47.96% | 20.62%+27.3pp | 49.26%-1.3pp | 1366.03%-1318.1pp |
| Employer contribution / active EE | $3,514 | $3,019+16.4% | $3,944-10.9% | $2,624+33.9% |
| Participant deferral / active EE | $6,171 | $7,758-20.5% | $8,086-23.7% | $4,347+41.9% |
| Admin fee / account holder | $766 | $1,330-42.4% | $7,900-90.3% | $1,944-60.6% |