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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 | $19,429 | $89,259-78.2% | $107,187-81.9% | $82,637-76.5% |
| Participation rate | 93.9% | 67.9%+26.0pp | 75.0%+18.9pp | 68.1%+25.9pp |
| Annual return | 24.57% | 21.02%+3.5pp | 204.55%-180.0pp | 53.51%-28.9pp |
| Employer contribution / active EE | $2,114 | $3,080-31.4% | $3,782-44.1% | $2,552-17.2% |
| Participant deferral / active EE | $6,724 | $4,037+66.5% | $5,096+31.9% | $4,126+63.0% |
| Admin fee / account holder | $1,633 | $7,381-77.9% | $9,162-82.2% | $7,339-77.8% |