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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 | $15,741 | $89,367-82.4% | $141,191-88.9% | $72,975-78.4% |
| Participation rate | 80.3% | 75.1%+5.2pp | 82.5%-2.2pp | 69.5%+10.8pp |
| Annual return | 26.50% | 111.87%-85.4pp | 71.41%-44.9pp | 81.01%-54.5pp |
| Employer contribution / active EE | $1,710 | $3,115-45.1% | $4,736-63.9% | $2,440-29.9% |
| Participant deferral / active EE | $4,836 | $5,419-10.7% | $6,710-27.9% | $3,608+34.1% |
| Admin fee / account holder | $1,336 | $5,957-77.6% | $10,264-87.0% | $5,124-73.9% |