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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 | $16,020 | $95,084-83.2% | $140,514-88.6% | $69,733-77.0% |
| Participation rate | 91.2% | 68.7%+22.5pp | 77.8%+13.4pp | 62.5%+28.8pp |
| Annual return | 78.76% | 18.56%+60.2pp | 14.36%+64.4pp | 15.22%+63.5pp |
| Employer contribution / active EE | $0 | $2,405-100.0% | $3,378-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $7,512 | $3,868+94.2% | $4,919+52.7% | $3,054+145.9% |
| Admin fee / account holder | $917 | $4,885-81.2% | $13,697-93.3% | $3,102-70.5% |