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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 | $8,475 | $60,349-86.0% | $74,184-88.6% | $62,881-86.5% |
| Participation rate | 91.7% | 72.7%+18.9pp | 76.6%+15.0pp | 69.3%+22.4pp |
| Annual return | 30.19% | 21.38%+8.8pp | 17.74%+12.5pp | 20.14%+10.0pp |
| Employer contribution / active EE | $1,841 | $1,680+9.6% | $2,370-22.3% | $2,281-19.3% |
| Participant deferral / active EE | $1,904 | $2,856-33.3% | $3,550-46.4% | $3,203-40.5% |
| Admin fee / account holder | $458 | $4,261-89.3% | $5,586-91.8% | $4,296-89.3% |