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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 | $6,148 | $80,992-92.4% | $96,534-93.6% | $75,173-91.8% |
| Participation rate | 72.7% | 71.8%+0.9pp | 76.0%-3.3pp | 67.2%+5.5pp |
| Annual return | 85.26% | 27.05%+58.2pp | 25.88%+59.4pp | 160.72%-75.5pp |
| Employer contribution / active EE | $2,248 | $2,283-1.5% | $2,965-24.2% | $2,671-15.8% |
| Participant deferral / active EE | $3,623 | $3,929-7.8% | $4,851-25.3% | $4,126-12.2% |
| Admin fee / account holder | $517 | $6,717-92.3% | $8,253-93.7% | $5,651-90.8% |