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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 | $9,523 | $52,581-81.9% | $130,788-92.7% | $64,340-85.2% |
| Participation rate | 78.4% | 46.5%+31.8pp | 70.1%+8.3pp | 55.2%+23.1pp |
| Annual return | 33.77% | 20.39%+13.4pp | 386.44%-352.7pp | 24.14%+9.6pp |
| Employer contribution / active EE | $423 | $1,031-59.0% | $3,558-88.1% | $1,862-77.3% |
| Participant deferral / active EE | $1,416 | $2,200-35.6% | $4,137-65.8% | $2,980-52.5% |
| Admin fee / account holder | $607 | $4,583-86.7% | $6,673-90.9% | $3,703-83.6% |