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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 | $3,426 | $57,140-94.0% | $85,240-96.0% | $80,959-95.8% |
| Participation rate | 95.3% | 56.4%+38.9pp | 67.5%+27.8pp | 67.7%+27.6pp |
| Annual return | 29.15% | 21.71%+7.4pp | 66.75%-37.6pp | 35.67%-6.5pp |
| Employer contribution / active EE | $1,605 | $1,802-10.9% | $2,735-41.3% | $2,757-41.8% |
| Participant deferral / active EE | $2,075 | $3,115-33.4% | $4,527-54.2% | $4,300-51.7% |
| Admin fee / account holder | $466 | $4,992-90.7% | $6,165-92.4% | $6,925-93.3% |