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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 | $30,727 | $89,093-65.5% | $102,434-70.0% | $77,736-60.5% |
| Participation rate | 86.7% | 80.9%+5.8pp | 76.5%+10.2pp | 70.6%+16.1pp |
| Annual return | 53.62% | 25.03%+28.6pp | 29.46%+24.2pp | 31.26%+22.4pp |
| Employer contribution / active EE | $3,320 | $2,699+23.0% | $3,023+9.8% | $2,728+21.7% |
| Participant deferral / active EE | $7,767 | $5,147+50.9% | $5,055+53.6% | $4,651+67.0% |
| Admin fee / account holder | $2,085 | $236+784.1% | $9,462-78.0% | $433+381.3% |