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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 | $46,688-86.3% | $189,758-96.6% | $69,733-90.8% |
| Participation rate | 92.4% | 61.7%+30.7pp | 79.8%+12.6pp | 62.5%+29.9pp |
| Annual return | 39.61% | 14.35%+25.3pp | 52.62%-13.0pp | 15.22%+24.4pp |
| Employer contribution / active EE | $1,003 | $1,695-40.8% | $4,767-79.0% | $2,250-55.4% |
| Participant deferral / active EE | $1,915 | $2,143-10.6% | $5,856-67.3% | $3,054-37.3% |
| Admin fee / account holder | $353 | $1,700-79.2% | $20,388-98.3% | $3,102-88.6% |