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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 | $15,352 | $83,002-81.5% | $98,090-84.3% | $64,097-76.0% |
| Participation rate | 93.4% | 75.0%+18.4pp | 81.5%+11.9pp | 55.2%+38.2pp |
| Annual return | 153.72% | 38.51%+115.2pp | 37.05%+116.7pp | 34.64%+119.1pp |
| Employer contribution / active EE | $2,601 | $2,749-5.4% | $3,606-27.9% | $1,891+37.5% |
| Participant deferral / active EE | $4,738 | $6,787-30.2% | $7,845-39.6% | $3,080+53.8% |
| Admin fee / account holder | $648 | $3,015-78.5% | $11,815-94.5% | $3,454-81.2% |