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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 | $24,714 | $102,393-75.9% | $147,041-83.2% | $80,911-69.5% |
| Participation rate | 91.5% | 75.9%+15.7pp | 82.2%+9.4pp | 67.6%+23.9pp |
| Annual return | 15.17% | 134.95%-119.8pp | 419.21%-404.0pp | 35.63%-20.5pp |
| Employer contribution / active EE | $1,693 | $3,715-54.4% | $4,935-65.7% | $2,756-38.6% |
| Participant deferral / active EE | $4,508 | $6,647-32.2% | $8,071-44.1% | $4,297+4.9% |
| Admin fee / account holder | $3,592 | $7,943-54.8% | $13,006-72.4% | $6,935-48.2% |