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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 | $12,908 | $104,098-87.6% | $140,514-90.8% | $94,015-86.3% |
| Participation rate | 97.2% | 73.7%+23.5pp | 77.8%+19.4pp | 70.8%+26.4pp |
| Annual return | 20.45% | 15.14%+5.3pp | 14.36%+6.1pp | 17.84%+2.6pp |
| Employer contribution / active EE | $1,599 | $2,388-33.1% | $3,378-52.7% | $2,790-42.7% |
| Participant deferral / active EE | $2,640 | $4,033-34.5% | $4,919-46.3% | $4,249-37.9% |
| Admin fee / account holder | $714 | $10,439-93.2% | $13,697-94.8% | $8,951-92.0% |