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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 | $4,103 | $65,557-93.7% | $64,085-93.6% | $71,476-94.3% |
| Participation rate | 80.8% | 73.2%+7.6pp | 72.3%+8.5pp | 67.9%+12.8pp |
| Annual return | 23.74% | 18.94%+4.8pp | 33.69%-9.9pp | 28.85%-5.1pp |
| Employer contribution / active EE | $1,146 | $2,669-57.1% | $2,747-58.3% | $2,589-55.7% |
| Participant deferral / active EE | $1,342 | $3,626-63.0% | $3,881-65.4% | $4,290-68.7% |
| Admin fee / account holder | $1,129 | $616+83.3% | $3,069-63.2% | $1,587-28.9% |