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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 | $12,053 | $84,936-85.8% | $111,308-89.2% | $79,391-84.8% |
| Participation rate | 89.5% | 75.9%+13.7pp | 77.3%+12.2pp | 70.7%+18.8pp |
| Annual return | 15.11% | 17.45%-2.3pp | 54.67%-39.6pp | 116.88%-101.8pp |
| Employer contribution / active EE | $1,138 | $1,979-42.5% | $2,732-58.3% | $2,428-53.1% |
| Participant deferral / active EE | $2,543 | $3,888-34.6% | $4,487-43.3% | $4,046-37.2% |
| Admin fee / account holder | $807 | $537+50.2% | $7,965-89.9% | $627+28.8% |