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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 | $12,997 | $89,259-85.4% | $107,187-87.9% | $82,637-84.3% |
| Participation rate | 91.9% | 67.9%+24.0pp | 75.0%+16.9pp | 68.1%+23.8pp |
| Annual return | 33.74% | 21.02%+12.7pp | 204.55%-170.8pp | 53.51%-19.8pp |
| Employer contribution / active EE | $3,879 | $3,080+26.0% | $3,782+2.6% | $2,552+52.0% |
| Participant deferral / active EE | $5,607 | $4,037+38.9% | $5,096+10.0% | $4,126+35.9% |
| Admin fee / account holder | $1,816 | $7,381-75.4% | $9,162-80.2% | $7,339-75.3% |