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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 | $8,126 | $55,437-85.3% | $155,534-94.8% | $74,459-89.1% |
| Participation rate | 72.3% | 61.9%+10.4pp | 78.2%-5.9pp | 67.2%+5.1pp |
| Annual return | 13.44% | 269.58%-256.1pp | 64.92%-51.5pp | 1369.70%-1356.3pp |
| Employer contribution / active EE | $575 | $2,266-74.6% | $4,675-87.7% | $2,626-78.1% |
| Participant deferral / active EE | $1,150 | $2,837-59.5% | $5,630-79.6% | $4,350-73.6% |
| Admin fee / account holder | $1,811 | $1,742+4.0% | $15,900-88.6% | $1,945-6.9% |