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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 | $78,690-94.2% | $161,489-97.2% | $87,485-94.8% |
| Participation rate | 88.8% | 67.5%+21.3pp | 78.7%+10.1pp | 68.9%+19.8pp |
| Annual return | 20.36% | 32.74%-12.4pp | 89.72%-69.4pp | 26.06%-5.7pp |
| Employer contribution / active EE | $840 | $2,588-67.5% | $4,268-80.3% | $2,596-67.6% |
| Participant deferral / active EE | $1,207 | $3,311-63.5% | $5,630-78.6% | $4,274-71.7% |
| Admin fee / account holder | $721 | $6,724-89.3% | $16,006-95.5% | $7,775-90.7% |