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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 | $10,739 | $64,705-83.4% | $62,929-82.9% | $67,986-84.2% |
| Participation rate | 72.3% | 65.6%+6.7pp | 73.1%-0.8pp | 57.2%+15.1pp |
| Annual return | 16.65% | 20.31%-3.7pp | 1063.93%-1047.3pp | 31.67%-15.0pp |
| Employer contribution / active EE | $670 | $2,376-71.8% | $2,505-73.2% | $2,019-66.8% |
| Participant deferral / active EE | $1,125 | $3,198-64.8% | $3,888-71.1% | $3,358-66.5% |
| Admin fee / account holder | $716 | $1,428-49.8% | $5,065-85.9% | $3,203-77.6% |