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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 | $13,761 | $59,535-76.9% | $90,161-84.7% | $62,293-77.9% |
| Participation rate | 75.2% | 73.0%+2.2pp | 76.9%-1.7pp | 69.5%+5.7pp |
| Annual return | 22.69% | 23.53%-0.8pp | 34.89%-12.2pp | 28.90%-6.2pp |
| Employer contribution / active EE | $1,289 | $1,826-29.4% | $3,318-61.1% | $2,042-36.9% |
| Participant deferral / active EE | $2,458 | $4,639-47.0% | $5,287-53.5% | $3,169-22.5% |
| Admin fee / account holder | $669 | $337+98.6% | $5,943-88.7% | $479+39.5% |