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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 | $43,749-85.4% | $158,223-96.0% | $65,306-90.2% |
| Participation rate | 92.4% | 56.9%+35.5pp | 79.2%+13.2pp | 57.7%+34.7pp |
| Annual return | 39.61% | 19.41%+20.2pp | 52.09%-12.5pp | 21.94%+17.7pp |
| Employer contribution / active EE | $1,003 | $1,497-33.0% | $4,109-75.6% | $1,967-49.0% |
| Participant deferral / active EE | $1,915 | $2,019-5.1% | $5,467-65.0% | $2,959-35.3% |
| Admin fee / account holder | $353 | $1,930-81.7% | $16,047-97.8% | $3,480-89.8% |