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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 | $50,554-81.0% | $67,681-85.8% | $87,485-89.0% |
| Participation rate | 96.3% | 67.7%+28.6pp | 73.7%+22.6pp | 68.9%+27.4pp |
| Annual return | 12.79% | 17.81%-5.0pp | 590.58%-577.8pp | 26.06%-13.3pp |
| Employer contribution / active EE | $2,144 | $1,988+7.8% | $2,678-20.0% | $2,596-17.4% |
| Participant deferral / active EE | $3,027 | $2,961+2.2% | $3,976-23.9% | $4,274-29.2% |
| Admin fee / account holder | $474 | $4,132-88.5% | $6,100-92.2% | $7,775-93.9% |