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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 | $4,776 | $57,119-91.6% | $85,187-94.4% | $80,935-94.1% |
| Participation rate | 87.3% | 56.4%+30.9pp | 67.5%+19.8pp | 67.7%+19.7pp |
| Annual return | 20.30% | 21.70%-1.4pp | 66.67%-46.4pp | 35.66%-15.4pp |
| Employer contribution / active EE | $1,455 | $1,802-19.2% | $2,732-46.7% | $2,757-47.2% |
| Participant deferral / active EE | $1,898 | $3,115-39.1% | $4,525-58.1% | $4,299-55.9% |
| Admin fee / account holder | $437 | $4,990-91.2% | $6,162-92.9% | $6,924-93.7% |