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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 | $3,682 | $96,236-96.2% | $136,072-97.3% | $80,935-95.5% |
| Participation rate | 93.2% | 71.2%+22.0pp | 76.4%+16.8pp | 67.7%+25.6pp |
| Annual return | 102.28% | 28.74%+73.5pp | 580.46%-478.2pp | 35.66%+66.6pp |
| Employer contribution / active EE | $1,814 | $3,350-45.8% | $4,216-57.0% | $2,757-34.2% |
| Participant deferral / active EE | $2,278 | $5,709-60.1% | $7,028-67.6% | $4,299-47.0% |
| Admin fee / account holder | $586 | $8,250-92.9% | $6,718-91.3% | $6,924-91.5% |