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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 | $19,388 | $65,246-70.3% | $98,716-80.4% | $67,986-71.5% |
| Participation rate | 83.0% | 51.4%+31.6pp | 69.3%+13.7pp | 57.2%+25.8pp |
| Annual return | 23.86% | 20.58%+3.3pp | 31.81%-8.0pp | 31.67%-7.8pp |
| Employer contribution / active EE | $2,738 | $1,042+162.8% | $2,279+20.2% | $2,019+35.6% |
| Participant deferral / active EE | $4,431 | $2,594+70.8% | $4,048+9.5% | $3,358+32.0% |
| Admin fee / account holder | $3,718 | $4,561-18.5% | $8,703-57.3% | $3,203+16.1% |