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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 | $101,499-83.8% | $147,005-88.8% | $74,546-77.9% |
| Participation rate | 89.3% | 75.5%+13.7pp | 82.2%+7.1pp | 67.2%+22.0pp |
| Annual return | 71.27% | 8732.34%-8661.1pp | 418.76%-347.5pp | 1366.03%-1294.8pp |
| Employer contribution / active EE | $2,495 | $3,811-34.5% | $4,934-49.4% | $2,624-4.9% |
| Participant deferral / active EE | $3,900 | $7,304-46.6% | $8,070-51.7% | $4,347-10.3% |
| Admin fee / account holder | $2,537 | $1,748+45.2% | $13,006-80.5% | $1,944+30.5% |