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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 | $7,489 | $65,428-88.6% | $169,390-95.6% | $71,511-89.5% |
| Participation rate | 81.8% | 66.9%+14.9pp | 77.2%+4.6pp | 67.9%+13.8pp |
| Annual return | 20.65% | 21.35%-0.7pp | 406.07%-385.4pp | 28.86%-8.2pp |
| Employer contribution / active EE | $773 | $2,064-62.5% | $4,013-80.7% | $2,589-70.1% |
| Participant deferral / active EE | $1,924 | $4,360-55.9% | $6,222-69.1% | $4,291-55.2% |
| Admin fee / account holder | $552 | $1,328-58.4% | $9,015-93.9% | $1,588-65.3% |