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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 | $10,545 | $46,464-77.3% | $150,298-93.0% | $79,634-86.8% |
| Participation rate | 86.8% | 57.0%+29.8pp | 77.8%+9.0pp | 62.5%+24.3pp |
| Annual return | 115.24% | 27.89%+87.3pp | 62.79%+52.5pp | 36.46%+78.8pp |
| Employer contribution / active EE | $441 | $1,512-70.8% | $4,154-89.4% | $2,529-82.6% |
| Participant deferral / active EE | $2,209 | $2,157+2.4% | $5,453-59.5% | $3,835-42.4% |
| Admin fee / account holder | $1,239 | $891+39.1% | $14,116-91.2% | $1,002+23.6% |