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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 | $146,267-78.1% | $197,124-83.8% | $82,448-61.2% |
| Participation rate | 85.7% | 84.0%+1.7pp | 86.7%-1.0pp | 68.1%+17.6pp |
| Annual return | 22.90% | 29.61%-6.7pp | 44.34%-21.4pp | 41.64%-18.7pp |
| Employer contribution / active EE | $4,984 | $4,723+5.5% | $6,227-20.0% | $2,551+95.4% |
| Participant deferral / active EE | $6,797 | $7,035-3.4% | $9,135-25.6% | $4,139+64.2% |
| Admin fee / account holder | $939 | $14,422-93.5% | $16,298-94.2% | $7,234-87.0% |