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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 | $4,471 | $81,358-94.5% | $155,556-97.1% | $80,959-94.5% |
| Participation rate | 95.1% | 66.3%+28.8pp | 78.2%+16.9pp | 67.7%+27.4pp |
| Annual return | 24.49% | 33.39%-8.9pp | 64.84%-40.3pp | 35.67%-11.2pp |
| Employer contribution / active EE | $1,165 | $3,106-62.5% | $4,675-75.1% | $2,757-57.7% |
| Participant deferral / active EE | $2,231 | $3,455-35.4% | $5,631-60.4% | $4,300-48.1% |
| Admin fee / account holder | $1,162 | $7,994-85.5% | $15,885-92.7% | $6,925-83.2% |