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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 | $12,728 | $43,749-70.9% | $158,223-92.0% | $65,306-80.5% |
| Participation rate | 86.4% | 56.9%+29.5pp | 79.2%+7.2pp | 57.7%+28.7pp |
| Annual return | 23.26% | 19.41%+3.8pp | 52.09%-28.8pp | 21.94%+1.3pp |
| Employer contribution / active EE | $2,005 | $1,497+33.9% | $4,109-51.2% | $1,967+1.9% |
| Participant deferral / active EE | $3,286 | $2,019+62.8% | $5,467-39.9% | $2,959+11.0% |
| Admin fee / account holder | $1,829 | $1,930-5.2% | $16,047-88.6% | $3,480-47.4% |