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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 | $22,502 | $81,334-72.3% | $113,397-80.2% | $64,097-64.9% |
| Participation rate | 92.7% | 65.6%+27.0pp | 76.5%+16.2pp | 55.2%+37.5pp |
| Annual return | 89.22% | 32.50%+56.7pp | 23.20%+66.0pp | 34.64%+54.6pp |
| Employer contribution / active EE | $3,550 | $2,077+70.9% | $2,977+19.2% | $1,891+87.7% |
| Participant deferral / active EE | $7,167 | $3,795+88.8% | $5,076+41.2% | $3,080+132.7% |
| Admin fee / account holder | $991 | $4,208-76.4% | $11,957-91.7% | $3,454-71.3% |