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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 | $13,993 | $121,671-88.5% | $211,142-93.4% | $64,340-78.3% |
| Participation rate | 95.3% | 76.5%+18.8pp | 87.3%+8.0pp | 55.2%+40.0pp |
| Annual return | 29.50% | 21.43%+8.1pp | 46.84%-17.3pp | 24.14%+5.4pp |
| Employer contribution / active EE | $3,494 | $4,066-14.1% | $6,442-45.8% | $1,862+87.7% |
| Participant deferral / active EE | $5,900 | $6,049-2.5% | $9,284-36.4% | $2,980+98.0% |
| Admin fee / account holder | $564 | $4,774-88.2% | $19,076-97.0% | $3,703-84.8% |