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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 | $33,179 | $111,335-70.2% | $214,702-84.5% | $65,306-49.2% |
| Participation rate | 97.3% | 77.5%+19.8pp | 87.5%+9.8pp | 57.7%+39.6pp |
| Annual return | 100.72% | 22.64%+78.1pp | 54.55%+46.2pp | 21.94%+78.8pp |
| Employer contribution / active EE | $4,106 | $3,806+7.9% | $6,461-36.4% | $1,967+108.7% |
| Participant deferral / active EE | $7,957 | $5,927+34.2% | $9,147-13.0% | $2,959+168.9% |
| Admin fee / account holder | $1,255 | $5,028-75.0% | $19,830-93.7% | $3,480-63.9% |