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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 | $12,522 | $86,050-85.4% | $189,758-93.4% | $94,015-86.7% |
| Participation rate | 86.9% | 68.9%+18.0pp | 79.8%+7.1pp | 70.8%+16.1pp |
| Annual return | 17.90% | 17.77%+0.1pp | 52.62%-34.7pp | 17.84%+0.1pp |
| Employer contribution / active EE | $1,414 | $2,819-49.8% | $4,767-70.3% | $2,790-49.3% |
| Participant deferral / active EE | $2,300 | $3,349-31.3% | $5,856-60.7% | $4,249-45.9% |
| Admin fee / account holder | $426 | $6,627-93.6% | $20,388-97.9% | $8,951-95.2% |