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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 | $9,585 | $55,457-82.7% | $77,361-87.6% | $94,015-89.8% |
| Participation rate | 96.3% | 69.8%+26.5pp | 75.0%+21.3pp | 70.8%+25.5pp |
| Annual return | 12.79% | 15.57%-2.8pp | 1011.54%-998.7pp | 17.84%-5.1pp |
| Employer contribution / active EE | $2,144 | $2,255-4.9% | $2,990-28.3% | $2,790-23.2% |
| Participant deferral / active EE | $3,027 | $3,069-1.4% | $3,911-22.6% | $4,249-28.8% |
| Admin fee / account holder | $474 | $4,334-89.1% | $5,894-92.0% | $8,951-94.7% |