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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 | $12,509 | $75,183-83.4% | $123,894-89.9% | $55,167-77.3% |
| Participation rate | 92.7% | 72.8%+19.9pp | 81.4%+11.3pp | 69.0%+23.7pp |
| Annual return | 22.77% | 19.01%+3.8pp | 47.52%-24.7pp | 169.23%-146.5pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $6,467 | $5,084+27.2% | $5,984+8.1% | $3,054+111.7% |
| Admin fee / account holder | $1,119 | $663+68.9% | $8,357-86.6% | $504+122.1% |