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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 | $51,649-81.6% | $124,206-92.3% | $64,097-85.1% |
| Participation rate | 78.4% | 45.2%+33.2pp | 69.6%+8.8pp | 55.2%+23.2pp |
| Annual return | 33.77% | 19.98%+13.8pp | 515.27%-481.5pp | 34.64%-0.9pp |
| Employer contribution / active EE | $423 | $1,057-60.0% | $3,540-88.1% | $1,891-77.6% |
| Participant deferral / active EE | $1,416 | $2,165-34.6% | $3,968-64.3% | $3,080-54.0% |
| Admin fee / account holder | $607 | $4,237-85.7% | $5,929-89.8% | $3,454-82.4% |