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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 | $6,078 | $63,845-90.5% | $81,370-92.5% | $80,959-92.5% |
| Participation rate | 90.6% | 63.9%+26.7pp | 69.5%+21.1pp | 67.7%+23.0pp |
| Annual return | 22.46% | 16.37%+6.1pp | 24.85%-2.4pp | 35.67%-13.2pp |
| Employer contribution / active EE | $1,571 | $1,980-20.6% | $2,464-36.2% | $2,757-43.0% |
| Participant deferral / active EE | $1,685 | $3,093-45.5% | $3,885-56.6% | $4,300-60.8% |
| Admin fee / account holder | $1,102 | $5,688-80.6% | $5,749-80.8% | $6,925-84.1% |