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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 | $18,861 | $85,515-77.9% | $112,040-83.2% | $67,986-72.3% |
| Participation rate | 93.3% | 68.2%+25.1pp | 76.5%+16.8pp | 57.2%+36.1pp |
| Annual return | 19.55% | 29.68%-10.1pp | 24.52%-5.0pp | 31.67%-12.1pp |
| Employer contribution / active EE | $2,322 | $2,191+6.0% | $2,954-21.4% | $2,019+15.0% |
| Participant deferral / active EE | $4,401 | $4,014+9.6% | $5,098-13.7% | $3,358+31.1% |
| Admin fee / account holder | $1,628 | $3,774-56.8% | $12,098-86.5% | $3,203-49.2% |