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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 | $28,020 | $33,040-15.2% | $127,144-78.0% | $46,757-40.1% |
| Participation rate | 96.0% | 57.6%+38.4pp | 62.9%+33.1pp | 11.3%+84.7pp |
| Annual return | 15.69% | 10.61%+5.1pp | 9.35%+6.3pp | 10.41%+5.3pp |
| Employer contribution / active EE | $3,084 | $8,724-64.6% | $25,504-87.9% | $14,691-79.0% |
| Participant deferral / active EE | $3,837 | $552+594.7% | $1,066+259.8% | $58+6493.1% |
| Admin fee / account holder | $1,296 | $1,133+14.4% | $2,049-36.7% | $2,646-51.0% |