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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 | $7,365 | $66,275-88.9% | $163,379-95.5% | $64,097-88.5% |
| Participation rate | 85.0% | 54.1%+30.9pp | 76.8%+8.2pp | 55.2%+29.8pp |
| Annual return | 19.32% | 32.72%-13.4pp | 63.41%-44.1pp | 34.64%-15.3pp |
| Employer contribution / active EE | $858 | $1,521-43.6% | $3,752-77.1% | $1,891-54.6% |
| Participant deferral / active EE | $2,179 | $3,126-30.3% | $6,282-65.3% | $3,080-29.2% |
| Admin fee / account holder | $896 | $4,569-80.4% | $9,818-90.9% | $3,454-74.1% |