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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 | $15,816 | $86,940-81.8% | $102,434-84.6% | $80,935-80.5% |
| Participation rate | 93.0% | 72.4%+20.6pp | 76.5%+16.5pp | 67.7%+25.4pp |
| Annual return | 29.70% | 18.89%+10.8pp | 29.46%+0.2pp | 35.66%-6.0pp |
| Employer contribution / active EE | $3,527 | $2,370+48.8% | $3,023+16.7% | $2,757+27.9% |
| Participant deferral / active EE | $6,614 | $4,121+60.5% | $5,055+30.8% | $4,299+53.8% |
| Admin fee / account holder | $2,641 | $8,047-67.2% | $9,462-72.1% | $6,924-61.9% |