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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 | $7,312 | $45,343-83.9% | $150,298-95.1% | $67,986-89.2% |
| Participation rate | 76.4% | 51.9%+24.5pp | 77.8%-1.4pp | 57.2%+19.2pp |
| Annual return | 33.29% | 33.28%0pp | 62.79%-29.5pp | 31.67%+1.6pp |
| Employer contribution / active EE | $527 | $1,462-64.0% | $4,154-87.3% | $2,019-73.9% |
| Participant deferral / active EE | $3,212 | $2,055+56.3% | $5,453-41.1% | $3,358-4.4% |
| Admin fee / account holder | $943 | $2,250-58.1% | $14,116-93.3% | $3,203-70.6% |