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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 | $3,096 | $46,596-93.4% | $64,099-95.2% | $75,181-95.9% |
| Participation rate | 88.5% | 65.9%+22.5pp | 72.3%+16.2pp | 67.2%+21.3pp |
| Annual return | 44.51% | 26.04%+18.5pp | 33.70%+10.8pp | 160.69%-116.2pp |
| Employer contribution / active EE | $2,795 | $1,975+41.6% | $2,748+1.7% | $2,671+4.7% |
| Participant deferral / active EE | $2,050 | $2,837-27.7% | $3,881-47.2% | $4,126-50.3% |
| Admin fee / account holder | $963 | $2,954-67.4% | $3,070-68.6% | $5,650-83.0% |