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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 | $99,875-82.8% | $146,866-88.3% | $86,983-80.2% |
| Participation rate | 98.9% | 75.8%+23.1pp | 82.5%+16.4pp | 69.5%+29.3pp |
| Annual return | 20.05% | 28.10%-8.0pp | 102.85%-82.8pp | 25.83%-5.8pp |
| Employer contribution / active EE | $2,805 | $3,224-13.0% | $4,425-36.6% | $2,584+8.5% |
| Participant deferral / active EE | $4,285 | $6,322-32.2% | $7,759-44.8% | $4,194+2.2% |
| Admin fee / account holder | $3,198 | $7,838-59.2% | $13,620-76.5% | $7,856-59.3% |