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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 | $101,591-76.6% | $147,096-83.8% | $74,429-68.0% |
| Participation rate | 90.9% | 75.5%+15.4pp | 82.2%+8.7pp | 67.2%+23.7pp |
| Annual return | 21.51% | 8746.45%-8724.9pp | 419.75%-398.2pp | 1368.38%-1346.9pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,936-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $6,456 | $7,302-11.6% | $8,071-20.0% | $4,348+48.5% |
| Admin fee / account holder | $2,818 | $1,750+61.0% | $13,005-78.3% | $1,944+44.9% |