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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 | $21,894 | $95,453-77.1% | $112,040-80.5% | $82,448-73.4% |
| Participation rate | 94.7% | 72.8%+22.0pp | 76.5%+18.2pp | 68.1%+26.7pp |
| Annual return | 15.02% | 23.92%-8.9pp | 24.52%-9.5pp | 41.64%-26.6pp |
| Employer contribution / active EE | $1,734 | $2,318-25.2% | $2,954-41.3% | $2,551-32.0% |
| Participant deferral / active EE | $2,303 | $4,224-45.5% | $5,098-54.8% | $4,139-44.4% |
| Admin fee / account holder | $9,593 | $9,013+6.4% | $12,098-20.7% | $7,234+32.6% |