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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 | $58,408-83.7% | $180,320-94.7% | $69,733-86.3% |
| Participation rate | 78.4% | 54.2%+24.1pp | 71.5%+6.8pp | 62.5%+15.9pp |
| Annual return | 33.77% | 15.02%+18.8pp | 778.54%-744.8pp | 15.22%+18.5pp |
| Employer contribution / active EE | $423 | $1,159-63.5% | $4,108-89.7% | $2,250-81.2% |
| Participant deferral / active EE | $1,416 | $2,723-48.0% | $4,304-67.1% | $3,054-53.6% |
| Admin fee / account holder | $607 | $4,205-85.6% | $10,000-93.9% | $3,102-80.4% |