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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 | $7,328 | $43,496-83.2% | $161,489-95.5% | $64,340-88.6% |
| Participation rate | 84.6% | 53.5%+31.0pp | 78.7%+5.9pp | 55.2%+29.3pp |
| Annual return | 58.07% | 20.76%+37.3pp | 89.72%-31.6pp | 24.14%+33.9pp |
| Employer contribution / active EE | $1,002 | $1,431-30.0% | $4,268-76.5% | $1,862-46.2% |
| Participant deferral / active EE | $2,331 | $1,996+16.8% | $5,630-58.6% | $2,980-21.8% |
| Admin fee / account holder | $958 | $2,330-58.9% | $16,006-94.0% | $3,703-74.1% |