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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 | $73,787-94.2% | $98,716-95.7% | $82,448-94.8% |
| Participation rate | 78.5% | 61.4%+17.1pp | 69.3%+9.2pp | 68.1%+10.4pp |
| Annual return | 28.21% | 18.57%+9.6pp | 31.81%-3.6pp | 41.64%-13.4pp |
| Employer contribution / active EE | $1,231 | $1,511-18.5% | $2,279-46.0% | $2,551-51.7% |
| Participant deferral / active EE | $1,983 | $3,081-35.6% | $4,048-51.0% | $4,139-52.1% |
| Admin fee / account holder | $659 | $6,500-89.9% | $8,703-92.4% | $7,234-90.9% |