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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 | $4,292 | $76,834-94.4% | $108,359-96.0% | $87,485-95.1% |
| Participation rate | 78.5% | 61.7%+16.8pp | 70.1%+8.4pp | 68.9%+9.6pp |
| Annual return | 28.21% | 19.09%+9.1pp | 36.89%-8.7pp | 26.06%+2.2pp |
| Employer contribution / active EE | $1,231 | $1,556-20.9% | $2,399-48.7% | $2,596-52.6% |
| Participant deferral / active EE | $1,983 | $3,100-36.0% | $4,137-52.1% | $4,274-53.6% |
| Admin fee / account holder | $659 | $6,537-89.9% | $9,741-93.2% | $7,775-91.5% |