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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 | $7,040 | $65,961-89.3% | $180,320-96.1% | $94,015-92.5% |
| Participation rate | 89.6% | 61.3%+28.3pp | 71.5%+18.0pp | 70.8%+18.8pp |
| Annual return | 14.02% | 14.27%-0.3pp | 778.54%-764.5pp | 17.84%-3.8pp |
| Employer contribution / active EE | $1,663 | $1,737-4.3% | $4,108-59.5% | $2,790-40.4% |
| Participant deferral / active EE | $2,215 | $3,003-26.2% | $4,304-48.5% | $4,249-47.9% |
| Admin fee / account holder | $2,426 | $4,901-50.5% | $10,000-75.7% | $8,951-72.9% |