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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 | $22,654 | $95,453-76.3% | $112,040-79.8% | $82,448-72.5% |
| Participation rate | 90.6% | 72.8%+17.8pp | 76.5%+14.1pp | 68.1%+22.5pp |
| Annual return | 31.49% | 23.92%+7.6pp | 24.52%+7.0pp | 41.64%-10.2pp |
| Employer contribution / active EE | $3,216 | $2,318+38.8% | $2,954+8.9% | $2,551+26.1% |
| Participant deferral / active EE | $5,203 | $4,224+23.2% | $5,098+2.1% | $4,139+25.7% |
| Admin fee / account holder | $1,874 | $9,013-79.2% | $12,098-84.5% | $7,234-74.1% |