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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 | $23,818 | $70,917-66.4% | $98,916-75.9% | $73,493-67.6% |
| Participation rate | 78.9% | 73.8%+5.1pp | 76.0%+2.9pp | 70.7%+8.3pp |
| Annual return | 17.54% | 34.18%-16.6pp | 196.45%-178.9pp | 28.51%-11.0pp |
| Employer contribution / active EE | $1,692 | $2,037-16.9% | $2,689-37.1% | $2,270-25.4% |
| Participant deferral / active EE | $3,808 | $3,501+8.8% | $4,245-10.3% | $3,740+1.8% |
| Admin fee / account holder | $1,573 | $535+194.0% | $6,642-76.3% | $513+206.5% |