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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 | $12,375 | $101,798-87.8% | $165,071-92.5% | $80,935-84.7% |
| Participation rate | 89.7% | 71.8%+17.9pp | 78.6%+11.1pp | 67.7%+22.0pp |
| Annual return | 14.25% | 16.73%-2.5pp | 70.17%-55.9pp | 35.66%-21.4pp |
| Employer contribution / active EE | $2,126 | $2,954-28.1% | $4,347-51.1% | $2,757-22.9% |
| Participant deferral / active EE | $3,608 | $4,476-19.4% | $6,035-40.2% | $4,299-16.1% |
| Admin fee / account holder | $1,188 | $8,221-85.5% | $12,695-90.6% | $6,924-82.8% |