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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 | $10,496 | $79,867-86.9% | $120,344-91.3% | $64,340-83.7% |
| Participation rate | 100.0% | 63.0%+37.0pp | 76.7%+23.3pp | 55.2%+44.8pp |
| Annual return | 27.34% | 21.10%+6.2pp | 20.30%+7.0pp | 24.14%+3.2pp |
| Employer contribution / active EE | $1,586 | $1,925-17.6% | $3,020-47.5% | $1,862-14.8% |
| Participant deferral / active EE | $2,636 | $3,593-26.6% | $5,135-48.7% | $2,980-11.6% |
| Admin fee / account holder | $545 | $5,039-89.2% | $12,742-95.7% | $3,703-85.3% |