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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 | $9,823 | $70,684-86.1% | $169,390-94.2% | $75,173-86.9% |
| Participation rate | 87.0% | 64.8%+22.2pp | 77.2%+9.8pp | 67.2%+19.8pp |
| Annual return | 17.59% | 36.38%-18.8pp | 406.07%-388.5pp | 160.72%-143.1pp |
| Employer contribution / active EE | $4,412 | $2,211+99.5% | $4,013+10.0% | $2,671+65.2% |
| Participant deferral / active EE | $2,382 | $4,310-44.7% | $6,222-61.7% | $4,126-42.3% |
| Admin fee / account holder | $1,411 | $5,404-73.9% | $9,015-84.3% | $5,651-75.0% |