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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 | $7,795 | $81,262-90.4% | $155,602-95.0% | $80,911-90.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 12.88% | 33.34%-20.5pp | 64.81%-51.9pp | 35.63%-22.7pp |
| Employer contribution / active EE | $1,948 | $3,102-37.2% | $4,675-58.3% | $2,756-29.3% |
| Participant deferral / active EE | $1,186 | $3,451-65.6% | $5,629-78.9% | $4,297-72.4% |
| Admin fee / account holder | $446 | $7,992-94.4% | $15,923-97.2% | $6,935-93.6% |