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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 | $21,122 | $86,891-75.7% | $142,516-85.2% | $75,173-71.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.8%+23.2pp | 67.2%+32.8pp |
| Annual return | 20.29% | 23.31%-3.0pp | 19.99%+0.3pp | 160.72%-140.4pp |
| Employer contribution / active EE | $3,755 | $3,355+11.9% | $4,849-22.6% | $2,671+40.6% |
| Participant deferral / active EE | $4,276 | $4,938-13.4% | $6,280-31.9% | $4,126+3.6% |
| Admin fee / account holder | $3,119 | $7,299-57.3% | $10,008-68.8% | $5,651-44.8% |