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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 | $21,661 | $106,864-79.7% | $147,318-85.3% | $82,637-73.8% |
| Participation rate | 93.8% | 75.5%+18.3pp | 82.1%+11.8pp | 68.1%+25.8pp |
| Annual return | 20.44% | 27.49%-7.0pp | 70.43%-50.0pp | 53.51%-33.1pp |
| Employer contribution / active EE | $4,099 | $3,417+20.0% | $4,593-10.8% | $2,552+60.6% |
| Participant deferral / active EE | $6,692 | $6,496+3.0% | $7,906-15.4% | $4,126+62.2% |
| Admin fee / account holder | $5,397 | $8,415-35.9% | $13,708-60.6% | $7,339-26.5% |