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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 | $95,084-89.0% | $140,514-92.5% | $69,733-84.9% |
| Participation rate | 100.0% | 68.7%+31.3pp | 77.8%+22.2pp | 62.5%+37.5pp |
| Annual return | 27.34% | 18.56%+8.8pp | 14.36%+13.0pp | 15.22%+12.1pp |
| Employer contribution / active EE | $1,586 | $2,405-34.1% | $3,378-53.1% | $2,250-29.5% |
| Participant deferral / active EE | $2,636 | $3,868-31.8% | $4,919-46.4% | $3,054-13.7% |
| Admin fee / account holder | $545 | $4,885-88.8% | $13,697-96.0% | $3,102-82.4% |