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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 | $1,717 | $25,014-93.1% | $69,623-97.5% | $80,935-97.9% |
| Participation rate | 87.0% | 64.2%+22.7pp | 66.4%+20.5pp | 67.7%+19.3pp |
| Annual return | 15.41% | 19.08%-3.7pp | 101.23%-85.8pp | 35.66%-20.2pp |
| Employer contribution / active EE | $808 | $991-18.5% | $1,709-52.7% | $2,757-70.7% |
| Participant deferral / active EE | $1,674 | $1,840-9.0% | $2,890-42.1% | $4,299-61.1% |
| Admin fee / account holder | $386 | $2,491-84.5% | $4,696-91.8% | $6,924-94.4% |