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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 | $16,698 | $78,423-78.7% | $95,964-82.6% | $79,856-79.1% |
| Participation rate | 89.0% | 73.5%+15.5pp | 77.1%+11.9pp | 69.6%+19.4pp |
| Annual return | 50.81% | 19.37%+31.4pp | 91.64%-40.8pp | 31.71%+19.1pp |
| Employer contribution / active EE | $1,686 | $1,945-13.3% | $2,541-33.6% | $2,471-31.8% |
| Participant deferral / active EE | $2,943 | $3,440-14.4% | $4,167-29.4% | $3,741-21.3% |
| Admin fee / account holder | $3,472 | $5,622-38.2% | $6,797-48.9% | $5,306-34.6% |