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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 | $35,523 | $156,318-77.3% | $145,433-75.6% | - |
| Participation rate | 98.0% | 68.6%+29.4pp | 82.1%+15.9pp | - |
| Annual return | 63.16% | 26.27%+36.9pp | 66.58%-3.4pp | - |
| Employer contribution / active EE | $4,409 | $3,387+30.2% | $4,554-3.2% | - |
| Participant deferral / active EE | $13,352 | $6,196+115.5% | $7,897+69.1% | - |
| Admin fee / account holder | $1,506 | $8,746-82.8% | $13,129-88.5% | - |