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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 | $12,442 | $115,931-89.3% | $185,441-93.3% | $86,983-85.7% |
| Participation rate | 95.0% | 73.6%+21.4pp | 80.3%+14.7pp | 69.5%+25.5pp |
| Annual return | 39.63% | 21.47%+18.2pp | 20.16%+19.5pp | 25.83%+13.8pp |
| Employer contribution / active EE | $3,491 | $2,937+18.9% | $4,672-25.3% | $2,584+35.1% |
| Participant deferral / active EE | $5,779 | $4,551+27.0% | $6,152-6.1% | $4,194+37.8% |
| Admin fee / account holder | $811 | $10,687-92.4% | $17,890-95.5% | $7,856-89.7% |