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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 | $7,054 | $64,010-89.0% | $108,359-93.5% | $64,340-89.0% |
| Participation rate | 97.1% | 49.4%+47.7pp | 70.1%+27.0pp | 55.2%+41.8pp |
| Annual return | 23.55% | 19.74%+3.8pp | 36.89%-13.3pp | 24.14%-0.6pp |
| Employer contribution / active EE | $1,336 | $1,029+29.9% | $2,399-44.3% | $1,862-28.2% |
| Participant deferral / active EE | $1,933 | $2,395-19.3% | $4,137-53.3% | $2,980-35.1% |
| Admin fee / account holder | $424 | $4,885-91.3% | $9,741-95.6% | $3,703-88.5% |