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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 | $13,302 | $46,688-71.5% | $189,758-93.0% | $69,733-80.9% |
| Participation rate | 76.3% | 61.7%+14.6pp | 79.8%-3.5pp | 62.5%+13.9pp |
| Annual return | 30.25% | 14.35%+15.9pp | 52.62%-22.4pp | 15.22%+15.0pp |
| Employer contribution / active EE | $1,754 | $1,695+3.5% | $4,767-63.2% | $2,250-22.1% |
| Participant deferral / active EE | $2,693 | $2,143+25.7% | $5,856-54.0% | $3,054-11.8% |
| Admin fee / account holder | $1,758 | $1,700+3.4% | $20,388-91.4% | $3,102-43.3% |