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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 | $3,595 | $81,358-95.6% | $155,556-97.7% | $80,959-95.6% |
| Participation rate | 89.7% | 66.3%+23.4pp | 78.2%+11.4pp | 67.7%+22.0pp |
| Annual return | 18.04% | 33.39%-15.3pp | 64.84%-46.8pp | 35.67%-17.6pp |
| Employer contribution / active EE | $1,700 | $3,106-45.3% | $4,675-63.6% | $2,757-38.3% |
| Participant deferral / active EE | $1,025 | $3,455-70.3% | $5,631-81.8% | $4,300-76.2% |
| Admin fee / account holder | $319 | $7,994-96.0% | $15,885-98.0% | $6,925-95.4% |