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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 | $16,069 | $138,386-88.4% | $184,260-91.3% | $80,935-80.1% |
| Participation rate | 89.8% | 83.9%+5.9pp | 86.8%+3.0pp | 67.7%+22.1pp |
| Annual return | 16.98% | 20.02%-3.0pp | 28.84%-11.9pp | 35.66%-18.7pp |
| Employer contribution / active EE | $4,068 | $4,851-16.1% | $6,427-36.7% | $2,757+47.6% |
| Participant deferral / active EE | $7,084 | $7,076+0.1% | $9,133-22.4% | $4,299+64.8% |
| Admin fee / account holder | $4,870 | $10,489-53.6% | $13,898-65.0% | $6,924-29.7% |