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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 | $51,736-81.6% | $120,225-92.1% | $67,986-86.0% |
| Participation rate | 78.4% | 46.1%+32.3pp | 69.6%+8.8pp | 57.2%+21.2pp |
| Annual return | 33.77% | 31.98%+1.8pp | 439.23%-405.5pp | 31.67%+2.1pp |
| Employer contribution / active EE | $423 | $1,071-60.5% | $3,475-87.8% | $2,019-79.1% |
| Participant deferral / active EE | $1,416 | $2,206-35.8% | $3,999-64.6% | $3,358-57.8% |
| Admin fee / account holder | $607 | $4,159-85.4% | $5,696-89.3% | $3,203-81.0% |