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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 | $4,536 | $48,118-90.6% | $136,833-96.7% | $94,015-95.2% |
| Participation rate | 97.5% | 47.4%+50.1pp | 59.0%+38.5pp | 70.8%+26.7pp |
| Annual return | 19.45% | 14.65%+4.8pp | 35.32%-15.9pp | 17.84%+1.6pp |
| Employer contribution / active EE | $1,130 | $821+37.6% | $1,319-14.3% | $2,790-59.5% |
| Participant deferral / active EE | $1,627 | $1,651-1.5% | $2,441-33.4% | $4,249-61.7% |
| Admin fee / account holder | $498 | $3,059-83.7% | $4,706-89.4% | $8,951-94.4% |