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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 | $13,006 | $52,467-75.2% | $57,196-77.3% | $55,167-76.4% |
| Participation rate | 81.7% | 75.8%+5.9pp | 75.3%+6.4pp | 69.0%+12.7pp |
| Annual return | 5.80% | 7.72%-1.9pp | 14.59%-8.8pp | 169.23%-163.4pp |
| Employer contribution / active EE | $1,395 | $2,477-43.7% | $2,683-48.0% | $1,963-28.9% |
| Participant deferral / active EE | $1,765 | $2,830-37.6% | $3,096-43.0% | $3,054-42.2% |
| Admin fee / account holder | $668 | $269+148.3% | $3,141-78.7% | $504+32.6% |