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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 | $6,636 | $83,369-92.0% | $105,223-93.7% | $67,986-90.2% |
| Participation rate | 100.0% | 56.3%+43.7pp | 75.0%+25.0pp | 57.2%+42.8pp |
| Annual return | 32.24% | 24.64%+7.6pp | 180.65%-148.4pp | 31.67%+0.6pp |
| Employer contribution / active EE | $1,720 | $2,541-32.3% | $3,689-53.4% | $2,019-14.8% |
| Participant deferral / active EE | $2,567 | $3,295-22.1% | $5,072-49.4% | $3,358-23.6% |
| Admin fee / account holder | $447 | $4,073-89.0% | $8,859-95.0% | $3,203-86.0% |