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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 | $6,008 | $45,343-86.8% | $150,298-96.0% | $67,986-91.2% |
| Participation rate | 90.5% | 51.9%+38.6pp | 77.8%+12.7pp | 57.2%+33.2pp |
| Annual return | 146.13% | 33.28%+112.9pp | 62.79%+83.3pp | 31.67%+114.5pp |
| Employer contribution / active EE | $1,234 | $1,462-15.6% | $4,154-70.3% | $2,019-38.9% |
| Participant deferral / active EE | $2,742 | $2,055+33.4% | $5,453-49.7% | $3,358-18.4% |
| Admin fee / account holder | $363 | $2,250-83.9% | $14,116-97.4% | $3,203-88.7% |