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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 | $10,426 | $88,186-88.2% | $165,071-93.7% | $74,459-86.0% |
| Participation rate | 88.1% | 73.1%+15.0pp | 78.6%+9.5pp | 67.2%+20.9pp |
| Annual return | 12.39% | 17.13%-4.7pp | 70.17%-57.8pp | 1369.70%-1357.3pp |
| Employer contribution / active EE | $1,601 | $2,600-38.4% | $4,347-63.2% | $2,626-39.0% |
| Participant deferral / active EE | $3,111 | $4,505-30.9% | $6,035-48.4% | $4,350-28.5% |
| Admin fee / account holder | $1,104 | $2,234-50.6% | $12,695-91.3% | $1,945-43.2% |