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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 | $121,671-72.7% | $211,142-84.3% | $64,340-48.4% |
| Participation rate | 97.3% | 76.5%+20.9pp | 87.3%+10.0pp | 55.2%+42.1pp |
| Annual return | 100.72% | 21.43%+79.3pp | 46.84%+53.9pp | 24.14%+76.6pp |
| Employer contribution / active EE | $4,106 | $4,066+1.0% | $6,442-36.3% | $1,862+120.6% |
| Participant deferral / active EE | $7,957 | $6,049+31.5% | $9,284-14.3% | $2,980+167.0% |
| Admin fee / account holder | $1,255 | $4,774-73.7% | $19,076-93.4% | $3,703-66.1% |