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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 | $11,301 | $72,027-84.3% | $185,835-93.9% | $79,852-85.8% |
| Participation rate | 96.8% | 65.8%+31.0pp | 78.0%+18.7pp | 69.6%+27.1pp |
| Annual return | 17.42% | 23.13%-5.7pp | 35.96%-18.5pp | 31.72%-14.3pp |
| Employer contribution / active EE | $2,027 | $1,965+3.1% | $4,087-50.4% | $2,471-18.0% |
| Participant deferral / active EE | $2,563 | $3,780-32.2% | $5,633-54.5% | $3,740-31.5% |
| Admin fee / account holder | $2,897 | $4,513-35.8% | $9,502-69.5% | $5,306-45.4% |