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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 | $16,080 | $79,867-79.9% | $120,344-86.6% | $64,340-75.0% |
| Participation rate | 97.8% | 63.0%+34.9pp | 76.7%+21.1pp | 55.2%+42.6pp |
| Annual return | 21.38% | 21.10%+0.3pp | 20.30%+1.1pp | 24.14%-2.8pp |
| Employer contribution / active EE | $2,255 | $1,925+17.2% | $3,020-25.3% | $1,862+21.2% |
| Participant deferral / active EE | $1,897 | $3,593-47.2% | $5,135-63.1% | $2,980-36.4% |
| Admin fee / account holder | $632 | $5,039-87.5% | $12,742-95.0% | $3,703-82.9% |