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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 | $20,047 | $136,307-85.3% | $177,827-88.7% | $73,493-72.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 19.21% | 18.68%+0.5pp | 48.32%-29.1pp | 28.51%-9.3pp |
| Employer contribution / active EE | $2,423 | $3,712-34.7% | $5,918-59.1% | $2,270+6.7% |
| Participant deferral / active EE | $4,826 | $5,829-17.2% | $7,713-37.4% | $3,740+29.0% |
| Admin fee / account holder | $473 | $596-20.6% | $12,429-96.2% | $513-7.9% |