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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 | $13,546 | $87,060-84.4% | $105,591-87.2% | $80,911-83.3% |
| Participation rate | 98.4% | 70.4%+27.9pp | 75.3%+23.1pp | 67.6%+30.7pp |
| Annual return | 12.32% | 17.05%-4.7pp | 116.43%-104.1pp | 35.63%-23.3pp |
| Employer contribution / active EE | $2,345 | $2,396-2.1% | $3,166-25.9% | $2,756-14.9% |
| Participant deferral / active EE | $2,284 | $3,986-42.7% | $5,008-54.4% | $4,297-46.9% |
| Admin fee / account holder | $8,189 | $8,442-3.0% | $11,024-25.7% | $6,935+18.1% |