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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 | $8,924 | $77,523-88.5% | $100,383-91.1% | $80,874-89.0% |
| Participation rate | 93.4% | 77.0%+16.5pp | 81.5%+11.9pp | 67.6%+25.8pp |
| Annual return | 26.88% | 37.21%-10.3pp | 49.26%-22.4pp | 35.62%-8.7pp |
| Employer contribution / active EE | $1,139 | $2,801-59.3% | $3,944-71.1% | $2,756-58.7% |
| Participant deferral / active EE | $8,256 | $6,822+21.0% | $8,086+2.1% | $4,297+92.1% |
| Admin fee / account holder | $596 | $5,899-89.9% | $7,900-92.4% | $6,935-91.4% |