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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 | $15,618 | $56,438-72.3% | $76,872-79.7% | $71,511-78.2% |
| Participation rate | 91.8% | 64.3%+27.5pp | 69.6%+22.2pp | 67.9%+23.9pp |
| Annual return | 16.75% | 19.05%-2.3pp | 37.90%-21.2pp | 28.86%-12.1pp |
| Employer contribution / active EE | $875 | $1,864-53.0% | $2,533-65.5% | $2,589-66.2% |
| Participant deferral / active EE | $1,671 | $3,136-46.7% | $3,832-56.4% | $4,291-61.1% |
| Admin fee / account holder | $4,143 | $1,430+189.6% | $5,476-24.4% | $1,588+160.8% |