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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 | $57,073-94.0% | $85,126-96.0% | $80,925-95.8% |
| Participation rate | 95.3% | 56.4%+38.9pp | 67.5%+27.8pp | 67.7%+27.6pp |
| Annual return | 29.15% | 21.69%+7.5pp | 66.63%-37.5pp | 35.65%-6.5pp |
| Employer contribution / active EE | $1,605 | $1,801-10.9% | $2,731-41.2% | $2,756-41.8% |
| Participant deferral / active EE | $2,075 | $3,113-33.3% | $4,523-54.1% | $4,299-51.7% |
| Admin fee / account holder | $466 | $4,988-90.7% | $6,160-92.4% | $6,940-93.3% |