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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 | $19,823 | $74,089-73.2% | $133,975-85.2% | $55,167-64.1% |
| Participation rate | 78.4% | 84.3%-5.9pp | 87.1%-8.7pp | 69.0%+9.4pp |
| Annual return | 18.55% | 12.11%+6.4pp | 29.29%-10.7pp | 169.23%-150.7pp |
| Employer contribution / active EE | $1,736 | $3,064-43.3% | $5,211-66.7% | $1,963-11.6% |
| Participant deferral / active EE | $3,587 | $4,678-23.3% | $6,282-42.9% | $3,054+17.4% |
| Admin fee / account holder | $674 | $458+47.1% | $9,324-92.8% | $504+33.8% |