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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 | $4,221 | $57,590-92.7% | $86,233-95.1% | $82,448-94.9% |
| Participation rate | 84.3% | 57.9%+26.4pp | 69.0%+15.3pp | 68.1%+16.2pp |
| Annual return | 23.25% | 22.41%+0.8pp | 61.39%-38.1pp | 41.64%-18.4pp |
| Employer contribution / active EE | $1,496 | $1,655-9.6% | $2,504-40.3% | $2,551-41.3% |
| Participant deferral / active EE | $1,831 | $3,080-40.5% | $4,559-59.8% | $4,139-55.8% |
| Admin fee / account holder | $868 | $4,730-81.7% | $8,342-89.6% | $7,234-88.0% |