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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 | $9,093 | $77,814-88.3% | $158,223-94.3% | $86,983-89.5% |
| Participation rate | 97.2% | 68.4%+28.8pp | 79.2%+18.0pp | 69.5%+27.6pp |
| Annual return | 18.82% | 30.54%-11.7pp | 52.09%-33.3pp | 25.83%-7.0pp |
| Employer contribution / active EE | $1,668 | $2,592-35.6% | $4,109-59.4% | $2,584-35.5% |
| Participant deferral / active EE | $2,219 | $3,270-32.1% | $5,467-59.4% | $4,194-47.1% |
| Admin fee / account holder | $871 | $5,879-85.2% | $16,047-94.6% | $7,856-88.9% |