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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 | $101,653-76.6% | $147,080-83.8% | $74,459-68.1% |
| Participation rate | 90.9% | 75.6%+15.4pp | 82.2%+8.7pp | 67.2%+23.7pp |
| Annual return | 21.51% | 8754.98%-8733.5pp | 420.17%-398.7pp | 1369.70%-1348.2pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $6,456 | $7,304-11.6% | $8,066-20.0% | $4,350+48.4% |
| Admin fee / account holder | $2,818 | $1,752+60.9% | $12,989-78.3% | $1,945+44.9% |