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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 | $63,456-69.4% | $100,712-80.7% | $64,097-69.8% |
| Participation rate | 83.0% | 49.7%+33.3pp | 69.3%+13.7pp | 55.2%+27.8pp |
| Annual return | 23.86% | 19.65%+4.2pp | 33.27%-9.4pp | 34.64%-10.8pp |
| Employer contribution / active EE | $2,738 | $1,003+173.1% | $2,313+18.4% | $1,891+44.8% |
| Participant deferral / active EE | $4,431 | $2,463+79.9% | $4,085+8.5% | $3,080+43.9% |
| Admin fee / account holder | $3,718 | $4,808-22.7% | $9,256-59.8% | $3,454+7.6% |