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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 | $24,403 | $146,267-83.3% | $197,124-87.6% | $82,448-70.4% |
| Participation rate | 94.8% | 84.0%+10.8pp | 86.7%+8.1pp | 68.1%+26.8pp |
| Annual return | 18.48% | 29.61%-11.1pp | 44.34%-25.9pp | 41.64%-23.2pp |
| Employer contribution / active EE | $2,013 | $4,723-57.4% | $6,227-67.7% | $2,551-21.1% |
| Participant deferral / active EE | $3,965 | $7,035-43.6% | $9,135-56.6% | $4,139-4.2% |
| Admin fee / account holder | $2,317 | $14,422-83.9% | $16,298-85.8% | $7,234-68.0% |