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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 | $15,390 | $81,446-81.1% | $103,374-85.1% | $80,874-81.0% |
| Participation rate | 95.7% | 66.9%+28.8pp | 74.5%+21.1pp | 67.6%+28.0pp |
| Annual return | 14.55% | 25.57%-11.0pp | 24.89%-10.3pp | 35.62%-21.1pp |
| Employer contribution / active EE | $2,136 | $3,107-31.2% | $3,869-44.8% | $2,756-22.5% |
| Participant deferral / active EE | $3,159 | $3,870-18.4% | $5,058-37.5% | $4,297-26.5% |
| Admin fee / account holder | $1,157 | $6,715-82.8% | $8,394-86.2% | $6,935-83.3% |