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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 | $10,093 | $66,180-84.7% | $118,746-91.5% | $62,293-83.8% |
| Participation rate | 86.3% | 71.3%+15.0pp | 78.3%+8.0pp | 69.5%+16.8pp |
| Annual return | 24.04% | 60.89%-36.9pp | 24.54%-0.5pp | 28.90%-4.9pp |
| Employer contribution / active EE | $1,826 | $3,183-42.6% | $4,193-56.5% | $2,042-10.6% |
| Participant deferral / active EE | $2,436 | $4,247-42.6% | $5,332-54.3% | $3,169-23.1% |
| Admin fee / account holder | $2,525 | $753+235.2% | $10,720-76.4% | $479+426.8% |