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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 | $17,509 | $62,177-71.8% | $81,370-78.5% | $74,478-76.5% |
| Participation rate | 88.7% | 64.1%+24.6pp | 69.5%+19.1pp | 67.2%+21.5pp |
| Annual return | 21.38% | 16.62%+4.8pp | 24.85%-3.5pp | 1370.56%-1349.2pp |
| Employer contribution / active EE | $2,069 | $1,881+10.0% | $2,464-16.0% | $2,626-21.2% |
| Participant deferral / active EE | $4,835 | $3,219+50.2% | $3,885+24.4% | $4,350+11.1% |
| Admin fee / account holder | $822 | $1,927-57.3% | $5,749-85.7% | $1,946-57.8% |