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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 | $21,726 | $84,458-74.3% | $102,184-78.7% | $64,340-66.2% |
| Participation rate | 92.2% | 74.2%+18.0pp | 82.6%+9.6pp | 55.2%+36.9pp |
| Annual return | 120.83% | 45.73%+75.1pp | 31.58%+89.3pp | 24.14%+96.7pp |
| Employer contribution / active EE | $2,443 | $2,412+1.3% | $3,594-32.0% | $1,862+31.2% |
| Participant deferral / active EE | $8,828 | $6,208+42.2% | $8,309+6.2% | $2,980+196.2% |
| Admin fee / account holder | $2,243 | $2,926-23.3% | $11,609-80.7% | $3,703-39.4% |