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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 | $38,833 | $121,671-68.1% | $211,142-81.6% | $64,340-39.6% |
| Participation rate | 82.1% | 76.5%+5.6pp | 87.3%-5.2pp | 55.2%+26.8pp |
| Annual return | 17.84% | 21.43%-3.6pp | 46.84%-29.0pp | 24.14%-6.3pp |
| Employer contribution / active EE | $0 | $4,066-100.0% | $6,442-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $3,866 | $6,049-36.1% | $9,284-58.4% | $2,980+29.7% |
| Admin fee / account holder | $7,401 | $4,774+55.0% | $19,076-61.2% | $3,703+99.9% |