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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 | $16,267 | $98,760-83.5% | $149,715-89.1% | $79,858-79.6% |
| Participation rate | 95.1% | 75.8%+19.3pp | 82.5%+12.6pp | 69.6%+25.4pp |
| Annual return | 14.49% | 27.43%-12.9pp | 276.66%-262.2pp | 31.72%-17.2pp |
| Employer contribution / active EE | $1,830 | $3,217-43.1% | $4,645-60.6% | $2,471-25.9% |
| Participant deferral / active EE | $2,756 | $5,681-51.5% | $6,842-59.7% | $3,740-26.3% |
| Admin fee / account holder | $1,631 | $6,053-73.1% | $9,310-82.5% | $5,306-69.3% |