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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 | $8,417 | $64,920-87.0% | $103,693-91.9% | $86,983-90.3% |
| Participation rate | 89.9% | 63.6%+26.3pp | 72.6%+17.2pp | 69.5%+20.3pp |
| Annual return | 21.62% | 30.29%-8.7pp | 47.61%-26.0pp | 25.83%-4.2pp |
| Employer contribution / active EE | $1,291 | $2,141-39.7% | $2,920-55.8% | $2,584-50.1% |
| Participant deferral / active EE | $3,625 | $3,241+11.9% | $4,579-20.8% | $4,194-13.6% |
| Admin fee / account holder | $1,633 | $6,191-73.6% | $7,858-79.2% | $7,856-79.2% |