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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 | $33,408 | $95,084-64.9% | $140,514-76.2% | $69,733-52.1% |
| Participation rate | 78.6% | 68.7%+9.9pp | 77.8%+0.8pp | 62.5%+16.1pp |
| Annual return | 12.92% | 18.56%-5.6pp | 14.36%-1.4pp | 15.22%-2.3pp |
| Employer contribution / active EE | $1,283 | $2,405-46.6% | $3,378-62.0% | $2,250-43.0% |
| Participant deferral / active EE | $2,880 | $3,868-25.5% | $4,919-41.5% | $3,054-5.7% |
| Admin fee / account holder | $3,374 | $4,885-30.9% | $13,697-75.4% | $3,102+8.8% |