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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 | $43,496-83.2% | $161,489-95.5% | $64,340-88.6% |
| Participation rate | 76.4% | 53.5%+22.9pp | 78.7%-2.3pp | 55.2%+21.1pp |
| Annual return | 33.29% | 20.76%+12.5pp | 89.72%-56.4pp | 24.14%+9.2pp |
| Employer contribution / active EE | $527 | $1,431-63.2% | $4,268-87.7% | $1,862-71.7% |
| Participant deferral / active EE | $3,212 | $1,996+60.9% | $5,630-42.9% | $2,980+7.8% |
| Admin fee / account holder | $943 | $2,330-59.5% | $16,006-94.1% | $3,703-74.5% |