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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 | $41,016-84.4% | $152,093-95.8% | $64,097-90.0% |
| Participation rate | 92.4% | 51.3%+41.0pp | 77.8%+14.6pp | 55.2%+37.2pp |
| Annual return | 39.61% | 39.60%0pp | 66.36%-26.7pp | 34.64%+5.0pp |
| Employer contribution / active EE | $1,003 | $1,342-25.3% | $4,175-76.0% | $1,891-47.0% |
| Participant deferral / active EE | $1,915 | $1,927-0.6% | $5,451-64.9% | $3,080-37.8% |
| Admin fee / account holder | $353 | $2,305-84.7% | $14,497-97.6% | $3,454-89.8% |