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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 | $18,648 | $64,705-71.2% | $62,929-70.4% | $67,986-72.6% |
| Participation rate | 78.3% | 65.6%+12.7pp | 73.1%+5.2pp | 57.2%+21.1pp |
| Annual return | 18.14% | 20.31%-2.2pp | 1063.93%-1045.8pp | 31.67%-13.5pp |
| Employer contribution / active EE | $2,373 | $2,376-0.1% | $2,505-5.3% | $2,019+17.5% |
| Participant deferral / active EE | $1,371 | $3,198-57.1% | $3,888-64.7% | $3,358-59.2% |
| Admin fee / account holder | $2,741 | $1,428+92.0% | $5,065-45.9% | $3,203-14.4% |