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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 | $17,228 | $106,864-83.9% | $147,318-88.3% | $82,637-79.2% |
| Participation rate | 98.9% | 75.5%+23.4pp | 82.1%+16.8pp | 68.1%+30.8pp |
| Annual return | 20.05% | 27.49%-7.4pp | 70.43%-50.4pp | 53.51%-33.5pp |
| Employer contribution / active EE | $2,805 | $3,417-17.9% | $4,593-38.9% | $2,552+9.9% |
| Participant deferral / active EE | $4,285 | $6,496-34.0% | $7,906-45.8% | $4,126+3.8% |
| Admin fee / account holder | $3,198 | $8,415-62.0% | $13,708-76.7% | $7,339-56.4% |