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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 | $7,094 | $56,431-87.4% | $130,788-94.6% | $87,485-91.9% |
| Participation rate | 85.9% | 58.9%+26.9pp | 70.1%+15.8pp | 68.9%+17.0pp |
| Annual return | 37.25% | 91.27%-54.0pp | 386.44%-349.2pp | 26.06%+11.2pp |
| Employer contribution / active EE | $1,423 | $1,549-8.1% | $3,558-60.0% | $2,596-45.2% |
| Participant deferral / active EE | $1,787 | $2,749-35.0% | $4,137-56.8% | $4,274-58.2% |
| Admin fee / account holder | $623 | $4,433-85.9% | $6,673-90.7% | $7,775-92.0% |