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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 | $97,550-76.8% | $120,344-81.2% | $87,485-74.1% |
| Participation rate | 90.6% | 72.8%+17.8pp | 76.7%+13.9pp | 68.9%+21.7pp |
| Annual return | 31.49% | 18.41%+13.1pp | 20.30%+11.2pp | 26.06%+5.4pp |
| Employer contribution / active EE | $3,216 | $2,291+40.4% | $3,020+6.5% | $2,596+23.9% |
| Participant deferral / active EE | $5,203 | $4,230+23.0% | $5,135+1.3% | $4,274+21.7% |
| Admin fee / account holder | $1,874 | $9,543-80.4% | $12,742-85.3% | $7,775-75.9% |