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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 | $39,959 | $146,267-72.7% | $197,124-79.7% | $82,448-51.5% |
| Participation rate | 97.6% | 84.0%+13.6pp | 86.7%+10.9pp | 68.1%+29.6pp |
| Annual return | 16.69% | 29.61%-12.9pp | 44.34%-27.7pp | 41.64%-25.0pp |
| Employer contribution / active EE | $5,470 | $4,723+15.8% | $6,227-12.2% | $2,551+114.4% |
| Participant deferral / active EE | $3,342 | $7,035-52.5% | $9,135-63.4% | $4,139-19.3% |
| Admin fee / account holder | $2,441 | $14,422-83.1% | $16,298-85.0% | $7,234-66.3% |