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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 | $7,832 | $65,395-88.0% | $182,558-95.7% | $72,976-89.3% |
| Participation rate | 79.5% | 65.4%+14.0pp | 78.0%+1.5pp | 69.5%+10.0pp |
| Annual return | 37.33% | 27.68%+9.6pp | 148.59%-111.3pp | 81.02%-43.7pp |
| Employer contribution / active EE | $1,373 | $1,911-28.2% | $4,076-66.3% | $2,440-43.7% |
| Participant deferral / active EE | $2,444 | $3,563-31.4% | $5,526-55.8% | $3,608-32.3% |
| Admin fee / account holder | $693 | $4,245-83.7% | $8,594-91.9% | $5,124-86.5% |