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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 | $27,498 | $95,453-71.2% | $112,040-75.5% | $82,448-66.6% |
| Participation rate | 93.8% | 72.8%+21.1pp | 76.5%+17.4pp | 68.1%+25.8pp |
| Annual return | 16.86% | 23.92%-7.1pp | 24.52%-7.7pp | 41.64%-24.8pp |
| Employer contribution / active EE | $2,841 | $2,318+22.6% | $2,954-3.8% | $2,551+11.4% |
| Participant deferral / active EE | $4,335 | $4,224+2.6% | $5,098-15.0% | $4,139+4.7% |
| Admin fee / account holder | $1,478 | $9,013-83.6% | $12,098-87.8% | $7,234-79.6% |