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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 | $20,277 | $65,072-68.8% | $66,439-69.5% | $65,306-69.0% |
| Participation rate | 73.8% | 69.1%+4.8pp | 74.5%-0.7pp | 57.7%+16.2pp |
| Annual return | 15.98% | 21.50%-5.5pp | 757.66%-741.7pp | 21.94%-6.0pp |
| Employer contribution / active EE | $2,507 | $2,475+1.3% | $2,637-4.9% | $1,967+27.4% |
| Participant deferral / active EE | $1,201 | $3,234-62.9% | $3,876-69.0% | $2,959-59.4% |
| Admin fee / account holder | $2,851 | $1,323+115.5% | $6,173-53.8% | $3,480-18.1% |