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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 | $14,438 | $54,297-73.4% | $97,032-85.1% | $65,306-77.9% |
| Participation rate | 86.5% | 42.3%+44.2pp | 71.6%+15.0pp | 57.7%+28.9pp |
| Annual return | 13.25% | 21.17%-7.9pp | 35.38%-22.1pp | 21.94%-8.7pp |
| Employer contribution / active EE | $1,361 | $1,365-0.3% | $2,629-48.2% | $1,967-30.8% |
| Participant deferral / active EE | $2,487 | $2,259+10.1% | $4,672-46.8% | $2,959-15.9% |
| Admin fee / account holder | $2,620 | $3,744-30.0% | $9,418-72.2% | $3,480-24.7% |