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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 | $7,048 | $76,642-90.8% | $146,866-95.2% | $65,306-89.2% |
| Participation rate | 73.9% | 61.2%+12.7pp | 82.5%-8.6pp | 57.7%+16.3pp |
| Annual return | 16.24% | 33.40%-17.2pp | 102.85%-86.6pp | 21.94%-5.7pp |
| Employer contribution / active EE | $1,431 | $2,621-45.4% | $4,425-67.7% | $1,967-27.3% |
| Participant deferral / active EE | $1,892 | $4,864-61.1% | $7,759-75.6% | $2,959-36.1% |
| Admin fee / account holder | $851 | $3,960-78.5% | $13,620-93.8% | $3,480-75.6% |