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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 | $7,025 | $46,732-85.0% | $156,551-95.5% | $55,167-87.3% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 6.97% | 17.72%-10.7pp | 32.23%-25.3pp | 169.23%-162.3pp |
| Employer contribution / active EE | $560 | $2,105-73.4% | $5,501-89.8% | $1,963-71.5% |
| Participant deferral / active EE | $751 | $2,204-65.9% | $4,871-84.6% | $3,054-75.4% |
| Admin fee / account holder | $678 | $418+62.1% | $13,028-94.8% | $504+34.6% |