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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 | $9,438 | $83,369-88.7% | $105,223-91.0% | $67,986-86.1% |
| Participation rate | 98.1% | 56.3%+41.8pp | 75.0%+23.1pp | 57.2%+40.9pp |
| Annual return | 27.59% | 24.64%+3.0pp | 180.65%-153.1pp | 31.67%-4.1pp |
| Employer contribution / active EE | $1,616 | $2,541-36.4% | $3,689-56.2% | $2,019-20.0% |
| Participant deferral / active EE | $1,942 | $3,295-41.1% | $5,072-61.7% | $3,358-42.2% |
| Admin fee / account holder | $641 | $4,073-84.3% | $8,859-92.8% | $3,203-80.0% |