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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 | $23,782 | $101,499-76.6% | $147,005-83.8% | $74,546-68.1% |
| Participation rate | 90.9% | 75.5%+15.4pp | 82.2%+8.7pp | 67.2%+23.7pp |
| Annual return | 21.51% | 8732.34%-8710.8pp | 418.76%-397.3pp | 1366.03%-1344.5pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,934-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $6,456 | $7,304-11.6% | $8,070-20.0% | $4,347+48.5% |
| Admin fee / account holder | $2,818 | $1,748+61.2% | $13,006-78.3% | $1,944+45.0% |