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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 | $6,401 | $43,496-85.3% | $161,489-96.0% | $64,340-90.1% |
| Participation rate | 92.4% | 53.5%+38.9pp | 78.7%+13.7pp | 55.2%+37.1pp |
| Annual return | 39.61% | 20.76%+18.8pp | 89.72%-50.1pp | 24.14%+15.5pp |
| Employer contribution / active EE | $1,003 | $1,431-29.9% | $4,268-76.5% | $1,862-46.1% |
| Participant deferral / active EE | $1,915 | $1,996-4.0% | $5,630-66.0% | $2,980-35.7% |
| Admin fee / account holder | $353 | $2,330-84.8% | $16,006-97.8% | $3,703-90.5% |