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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 | $17,573 | $98,766-82.2% | $149,730-88.3% | $79,852-78.0% |
| Participation rate | 98.9% | 75.8%+23.1pp | 82.5%+16.4pp | 69.6%+29.2pp |
| Annual return | 36.84% | 27.43%+9.4pp | 276.70%-239.9pp | 31.72%+5.1pp |
| Employer contribution / active EE | $1,941 | $3,217-39.7% | $4,645-58.2% | $2,471-21.5% |
| Participant deferral / active EE | $6,301 | $5,681+10.9% | $6,843-7.9% | $3,740+68.5% |
| Admin fee / account holder | $855 | $6,052-85.9% | $9,310-90.8% | $5,306-83.9% |