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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 | $12,990 | $56,894-77.2% | $84,753-84.7% | $62,881-79.3% |
| Participation rate | 78.4% | 68.5%+9.9pp | 76.6%+1.8pp | 69.3%+9.1pp |
| Annual return | 5.85% | 6.30%-0.5pp | 22.78%-16.9pp | 20.14%-14.3pp |
| Employer contribution / active EE | $459 | $2,400-80.9% | $3,574-87.2% | $2,281-79.9% |
| Participant deferral / active EE | $2,319 | $2,709-14.4% | $3,712-37.5% | $3,203-27.6% |
| Admin fee / account holder | $832 | $3,581-76.8% | $5,333-84.4% | $4,296-80.6% |