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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 | $63,433-85.5% | $63,803-85.6% | $64,097-85.7% |
| Participation rate | 94.2% | 65.0%+29.2pp | 72.7%+21.5pp | 55.2%+39.0pp |
| Annual return | 18.77% | 20.74%-2.0pp | 543.72%-525.0pp | 34.64%-15.9pp |
| Employer contribution / active EE | $880 | $2,332-62.3% | $2,532-65.3% | $1,891-53.5% |
| Participant deferral / active EE | $2,150 | $3,119-31.1% | $3,843-44.1% | $3,080-30.2% |
| Admin fee / account holder | $1,691 | $1,489+13.5% | $5,196-67.5% | $3,454-51.1% |