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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 | $20,629 | $138,366-85.1% | $184,185-88.8% | $80,911-74.5% |
| Participation rate | 93.9% | 83.9%+10.1pp | 86.8%+7.1pp | 67.6%+26.3pp |
| Annual return | 14.45% | 20.02%-5.6pp | 28.81%-14.4pp | 35.63%-21.2pp |
| Employer contribution / active EE | $3,287 | $4,849-32.2% | $6,426-48.8% | $2,756+19.3% |
| Participant deferral / active EE | $7,591 | $7,074+7.3% | $9,132-16.9% | $4,297+76.7% |
| Admin fee / account holder | $3,533 | $10,484-66.3% | $13,909-74.6% | $6,935-49.1% |