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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 | $10,540 | $58,726-82.1% | $92,240-88.6% | $62,293-83.1% |
| Participation rate | 78.4% | 68.3%+10.1pp | 76.5%+1.9pp | 69.5%+8.9pp |
| Annual return | 16.65% | 43.62%-27.0pp | 176.29%-159.6pp | 28.90%-12.2pp |
| Employer contribution / active EE | $2,487 | $2,392+4.0% | $3,680-32.4% | $2,042+21.8% |
| Participant deferral / active EE | $1,238 | $2,766-55.2% | $3,897-68.2% | $3,169-60.9% |
| Admin fee / account holder | $657 | $556+18.1% | $5,194-87.3% | $479+37.1% |