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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 | $14,845 | $42,546-65.1% | $71,796-79.3% | $55,167-73.1% |
| Participation rate | 96.4% | 59.1%+37.2pp | 69.1%+27.3pp | 69.0%+27.4pp |
| Annual return | 16.17% | 12.36%+3.8pp | 78.04%-61.9pp | 169.23%-153.1pp |
| Employer contribution / active EE | $1,431 | $803+78.2% | $1,924-25.6% | $1,963-27.1% |
| Participant deferral / active EE | $4,934 | $2,064+139.0% | $2,794+76.6% | $3,054+61.6% |
| Admin fee / account holder | $4,043 | $650+522.3% | $4,815-16.0% | $504+702.3% |