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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 | $81,331-90.4% | $155,534-95.0% | $80,935-90.4% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.88% | 33.37%-20.5pp | 64.92%-52.0pp | 35.66%-22.8pp |
| Employer contribution / active EE | $1,948 | $3,105-37.3% | $4,675-58.3% | $2,757-29.3% |
| Participant deferral / active EE | $1,186 | $3,454-65.7% | $5,630-78.9% | $4,299-72.4% |
| Admin fee / account holder | $446 | $7,999-94.4% | $15,900-97.2% | $6,924-93.6% |