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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 | $10,243 | $106,749-90.4% | $145,433-93.0% | $82,448-87.6% |
| Participation rate | 88.6% | 75.6%+13.0pp | 82.1%+6.5pp | 68.1%+20.6pp |
| Annual return | 19.75% | 27.59%-7.8pp | 66.58%-46.8pp | 41.64%-21.9pp |
| Employer contribution / active EE | $1,704 | $3,444-50.5% | $4,554-62.6% | $2,551-33.2% |
| Participant deferral / active EE | $2,803 | $6,519-57.0% | $7,897-64.5% | $4,139-32.3% |
| Admin fee / account holder | $752 | $8,390-91.0% | $13,129-94.3% | $7,234-89.6% |