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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 | $6,897 | $61,166-88.7% | $185,849-96.3% | $79,391-91.3% |
| Participation rate | 73.8% | 66.6%+7.1pp | 81.7%-7.9pp | 70.7%+3.1pp |
| Annual return | 32.86% | 19.45%+13.4pp | 122.10%-89.2pp | 116.88%-84.0pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,169-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $4,087 | $2,789+46.6% | $5,569-26.6% | $4,046+1.0% |
| Admin fee / account holder | $354 | $710-50.2% | $16,244-97.8% | $627-43.6% |