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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 | $3,220 | $45,126-92.9% | $85,187-96.2% | $74,459-95.7% |
| Participation rate | 83.2% | 49.4%+33.8pp | 67.5%+15.7pp | 67.2%+16.0pp |
| Annual return | 119.69% | 26.30%+93.4pp | 66.67%+53.0pp | 1369.70%-1250.0pp |
| Employer contribution / active EE | $1,413 | $1,460-3.2% | $2,732-48.3% | $2,626-46.2% |
| Participant deferral / active EE | $1,739 | $2,738-36.5% | $4,525-61.6% | $4,350-60.0% |
| Admin fee / account holder | $1,679 | $2,212-24.1% | $6,162-72.8% | $1,945-13.7% |