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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 | $39,145 | $136,307-71.3% | $177,840-78.0% | $73,493-46.7% |
| Participation rate | 93.9% | 86.1%+7.8pp | 87.7%+6.2pp | 70.7%+23.2pp |
| Annual return | 35.96% | 18.68%+17.3pp | 48.32%-12.4pp | 28.51%+7.4pp |
| Employer contribution / active EE | $5,538 | $3,712+49.2% | $5,919-6.4% | $2,270+144.0% |
| Participant deferral / active EE | $8,597 | $5,829+47.5% | $7,714+11.5% | $3,740+129.9% |
| Admin fee / account holder | $2,826 | $596+374.4% | $12,431-77.3% | $513+450.7% |