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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 | $17,562 | $89,370-80.3% | $141,197-87.6% | $72,976-75.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 37.99% | 111.88%-73.9pp | 71.41%-33.4pp | 81.02%-43.0pp |
| Employer contribution / active EE | $1,842 | $3,115-40.9% | $4,736-61.1% | $2,440-24.5% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $899 | $5,957-84.9% | $10,265-91.2% | $5,124-82.5% |