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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 | $24,100 | $110,137-78.1% | $161,149-85.0% | $82,637-70.8% |
| Participation rate | 96.1% | 72.4%+23.7pp | 78.8%+17.2pp | 68.1%+28.0pp |
| Annual return | 20.58% | 20.69%-0.1pp | 21.16%-0.6pp | 53.51%-32.9pp |
| Employer contribution / active EE | $2,924 | $2,856+2.4% | $4,360-32.9% | $2,552+14.6% |
| Participant deferral / active EE | $5,138 | $4,575+12.3% | $6,153-16.5% | $4,126+24.5% |
| Admin fee / account holder | $5,177 | $9,467-45.3% | $15,194-65.9% | $7,339-29.5% |