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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 | $22,813 | $88,360-74.2% | $145,433-84.3% | $67,986-66.4% |
| Participation rate | 92.7% | 65.5%+27.2pp | 82.1%+10.5pp | 57.2%+35.5pp |
| Annual return | 23.93% | 63.15%-39.2pp | 66.58%-42.6pp | 31.67%-7.7pp |
| Employer contribution / active EE | $2,394 | $3,054-21.6% | $4,554-47.4% | $2,019+18.6% |
| Participant deferral / active EE | $9,115 | $5,932+53.7% | $7,897+15.4% | $3,358+171.4% |
| Admin fee / account holder | $8,526 | $3,313+157.3% | $13,129-35.1% | $3,203+166.2% |