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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 | $95,404-86.5% | $113,397-88.6% | $82,637-84.4% |
| Participation rate | 97.2% | 72.8%+24.4pp | 76.5%+20.7pp | 68.1%+29.2pp |
| Annual return | 20.45% | 19.08%+1.4pp | 23.20%-2.8pp | 53.51%-33.1pp |
| Employer contribution / active EE | $1,599 | $2,307-30.7% | $2,977-46.3% | $2,552-37.4% |
| Participant deferral / active EE | $2,640 | $4,220-37.4% | $5,076-48.0% | $4,126-36.0% |
| Admin fee / account holder | $714 | $9,168-92.2% | $11,957-94.0% | $7,339-90.3% |