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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 | $13,788 | $80,985-83.0% | $96,576-85.7% | $75,181-81.7% |
| Participation rate | 74.5% | 71.8%+2.8pp | 76.0%-1.4pp | 67.2%+7.3pp |
| Annual return | 12.85% | 27.05%-14.2pp | 25.87%-13.0pp | 160.69%-147.8pp |
| Employer contribution / active EE | $1,218 | $2,282-46.6% | $2,965-58.9% | $2,671-54.4% |
| Participant deferral / active EE | $1,973 | $3,929-49.8% | $4,851-59.3% | $4,126-52.2% |
| Admin fee / account holder | $1,551 | $6,719-76.9% | $8,253-81.2% | $5,650-72.5% |