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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 | $29,574 | $136,307-78.3% | $177,840-83.4% | $73,493-59.8% |
| Participation rate | 89.0% | 86.1%+2.9pp | 87.7%+1.3pp | 70.7%+18.3pp |
| Annual return | 30.09% | 18.68%+11.4pp | 48.32%-18.2pp | 28.51%+1.6pp |
| Employer contribution / active EE | $2,296 | $3,712-38.2% | $5,919-61.2% | $2,270+1.1% |
| Participant deferral / active EE | $3,976 | $5,829-31.8% | $7,714-48.5% | $3,740+6.3% |
| Admin fee / account holder | $1,107 | $596+86.0% | $12,431-91.1% | $513+115.8% |