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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 | $12,997 | $96,731-86.6% | $123,973-89.5% | $86,983-85.1% |
| Participation rate | 91.9% | 70.0%+21.9pp | 76.7%+15.2pp | 69.5%+22.4pp |
| Annual return | 33.74% | 17.33%+16.4pp | 388.13%-354.4pp | 25.83%+7.9pp |
| Employer contribution / active EE | $3,879 | $3,297+17.7% | $4,126-6.0% | $2,584+50.1% |
| Participant deferral / active EE | $5,607 | $4,152+35.0% | $5,247+6.9% | $4,194+33.7% |
| Admin fee / account holder | $1,816 | $8,722-79.2% | $11,799-84.6% | $7,856-76.9% |