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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 | $7,063 | $43,496-83.8% | $161,489-95.6% | $64,340-89.0% |
| Participation rate | 72.1% | 53.5%+18.6pp | 78.7%-6.6pp | 55.2%+16.9pp |
| Annual return | 14.83% | 20.76%-5.9pp | 89.72%-74.9pp | 24.14%-9.3pp |
| Employer contribution / active EE | $454 | $1,431-68.3% | $4,268-89.4% | $1,862-75.6% |
| Participant deferral / active EE | $1,482 | $1,996-25.8% | $5,630-73.7% | $2,980-50.3% |
| Admin fee / account holder | $2,677 | $2,330+14.9% | $16,006-83.3% | $3,703-27.7% |