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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 | $42,909-75.4% | $152,093-93.1% | $71,012-85.2% |
| Participation rate | 86.8% | 54.7%+32.1pp | 77.8%+9.0pp | 58.6%+28.2pp |
| Annual return | 115.24% | 30.57%+84.7pp | 66.36%+48.9pp | 37.67%+77.6pp |
| Employer contribution / active EE | $441 | $1,369-67.8% | $4,175-89.4% | $2,348-81.2% |
| Participant deferral / active EE | $2,209 | $1,904+16.0% | $5,451-59.5% | $3,246-32.0% |
| Admin fee / account holder | $1,239 | $1,014+22.1% | $14,497-91.5% | $1,167+6.1% |