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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 | $12,002 | $91,198-86.8% | $178,503-93.3% | $79,856-85.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 17.76% | 24.20%-6.4pp | 151.12%-133.4pp | 31.71%-14.0pp |
| Employer contribution / active EE | $1,350 | $3,257-58.6% | $5,011-73.1% | $2,471-45.4% |
| Participant deferral / active EE | $2,191 | $3,237-32.3% | $5,202-57.9% | $3,741-41.4% |
| Admin fee / account holder | $5,069 | $6,748-24.9% | $13,987-63.8% | $5,306-4.5% |