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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 | $38,690 | $122,063-68.3% | $184,256-79.0% | $74,478-48.1% |
| Participation rate | 90.0% | 85.5%+4.5pp | 86.8%+3.2pp | 67.2%+22.8pp |
| Annual return | 29.91% | 19.92%+10.0pp | 28.85%+1.1pp | 1370.56%-1340.7pp |
| Employer contribution / active EE | $1,813 | $4,539-60.1% | $6,427-71.8% | $2,626-31.0% |
| Participant deferral / active EE | $4,891 | $7,144-31.5% | $9,133-46.4% | $4,350+12.4% |
| Admin fee / account holder | $10,552 | $1,253+742.4% | $13,899-24.1% | $1,946+442.3% |