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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 | $12,862 | $65,034-80.2% | $90,970-85.9% | $79,856-83.9% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 24.88% | 30.45%-5.6pp | 134.60%-109.7pp | 31.71%-6.8pp |
| Employer contribution / active EE | $2,804 | $1,247+124.8% | $2,122+32.1% | $2,471+13.5% |
| Participant deferral / active EE | $2,432 | $2,512-3.2% | $3,373-27.9% | $3,741-35.0% |
| Admin fee / account holder | $723 | $4,536-84.1% | $5,961-87.9% | $5,306-86.4% |