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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 | $8,897 | $79,189-88.8% | $102,457-91.3% | $74,400-88.0% |
| Participation rate | 73.5% | 74.8%-1.3pp | 76.5%-3.0pp | 67.2%+6.2pp |
| Annual return | 17.60% | 54.98%-37.4pp | 29.41%-11.8pp | 1367.51%-1349.9pp |
| Employer contribution / active EE | $1,732 | $2,362-26.7% | $3,022-42.7% | $2,624-34.0% |
| Participant deferral / active EE | $2,373 | $4,415-46.3% | $5,054-53.1% | $4,348-45.4% |
| Admin fee / account holder | $554 | $2,002-72.4% | $9,451-94.1% | $1,944-71.5% |