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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 | $65,084-83.5% | $67,681-84.1% | $64,340-83.3% |
| Participation rate | 72.3% | 66.7%+5.6pp | 73.7%-1.4pp | 55.2%+17.1pp |
| Annual return | 16.65% | 20.50%-3.9pp | 590.58%-573.9pp | 24.14%-7.5pp |
| Employer contribution / active EE | $670 | $2,398-72.0% | $2,678-75.0% | $1,862-64.0% |
| Participant deferral / active EE | $1,125 | $3,210-65.0% | $3,976-71.7% | $2,980-62.3% |
| Admin fee / account holder | $716 | $1,415-49.4% | $6,100-88.3% | $3,703-80.7% |