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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 | $27,220 | $91,424-70.2% | $135,942-80.0% | $71,495-61.9% |
| Participation rate | 97.0% | 75.7%+21.3pp | 81.9%+15.1pp | 67.9%+29.1pp |
| Annual return | 52.46% | 29.90%+22.6pp | 68.28%-15.8pp | 28.85%+23.6pp |
| Employer contribution / active EE | $5,031 | $3,704+35.8% | $4,858+3.6% | $2,589+94.3% |
| Participant deferral / active EE | $10,705 | $7,092+50.9% | $7,759+38.0% | $4,291+149.5% |
| Admin fee / account holder | $786 | $1,266-37.9% | $10,764-92.7% | $1,588-50.5% |