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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 | $16,465 | $101,591-83.8% | $147,096-88.8% | $74,429-77.9% |
| Participation rate | 89.3% | 75.5%+13.7pp | 82.2%+7.1pp | 67.2%+22.0pp |
| Annual return | 71.27% | 8746.45%-8675.2pp | 419.75%-348.5pp | 1368.38%-1297.1pp |
| Employer contribution / active EE | $2,495 | $3,813-34.6% | $4,936-49.5% | $2,625-4.9% |
| Participant deferral / active EE | $3,900 | $7,302-46.6% | $8,071-51.7% | $4,348-10.3% |
| Admin fee / account holder | $2,537 | $1,750+45.0% | $13,005-80.5% | $1,944+30.5% |