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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 | $9,182 | $64,705-85.8% | $62,929-85.4% | $67,986-86.5% |
| Participation rate | 94.2% | 65.6%+28.6pp | 73.1%+21.1pp | 57.2%+37.0pp |
| Annual return | 18.77% | 20.31%-1.5pp | 1063.93%-1045.2pp | 31.67%-12.9pp |
| Employer contribution / active EE | $880 | $2,376-63.0% | $2,505-64.9% | $2,019-56.4% |
| Participant deferral / active EE | $2,150 | $3,198-32.8% | $3,888-44.7% | $3,358-36.0% |
| Admin fee / account holder | $1,691 | $1,428+18.4% | $5,065-66.6% | $3,203-47.2% |