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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 | $4,577 | $77,814-94.1% | $158,223-97.1% | $86,983-94.7% |
| Participation rate | 88.8% | 68.4%+20.3pp | 79.2%+9.5pp | 69.5%+19.2pp |
| Annual return | 20.36% | 30.54%-10.2pp | 52.09%-31.7pp | 25.83%-5.5pp |
| Employer contribution / active EE | $840 | $2,592-67.6% | $4,109-79.6% | $2,584-67.5% |
| Participant deferral / active EE | $1,207 | $3,270-63.1% | $5,467-77.9% | $4,194-71.2% |
| Admin fee / account holder | $721 | $5,879-87.7% | $16,047-95.5% | $7,856-90.8% |