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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 | $32,021 | $145,431-78.0% | $211,142-84.8% | $87,485-63.4% |
| Participation rate | 85.7% | 84.7%+1.0pp | 87.3%-1.6pp | 68.9%+16.8pp |
| Annual return | 22.90% | 27.21%-4.3pp | 46.84%-23.9pp | 26.06%-3.2pp |
| Employer contribution / active EE | $4,984 | $4,662+6.9% | $6,442-22.6% | $2,596+92.0% |
| Participant deferral / active EE | $6,797 | $6,859-0.9% | $9,284-26.8% | $4,274+59.1% |
| Admin fee / account holder | $939 | $17,052-94.5% | $19,076-95.1% | $7,775-87.9% |