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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 | $21,765 | $64,909-66.5% | $82,312-73.6% | $62,293-65.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 16.06% | 21.18%-5.1pp | 25.88%-9.8pp | 28.90%-12.8pp |
| Employer contribution / active EE | $2,761 | $1,676+64.8% | $2,428+13.7% | $2,042+35.2% |
| Participant deferral / active EE | $3,123 | $3,103+0.6% | $3,706-15.7% | $3,169-1.5% |
| Admin fee / account holder | $1,499 | $440+241.1% | $5,608-73.3% | $479+212.8% |