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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 | $9,787 | $82,674-88.2% | $125,381-92.2% | $68,486-85.7% |
| Participation rate | 95.4% | 75.1%+20.3pp | 82.4%+13.0pp | 67.9%+27.5pp |
| Annual return | 599.52% | -5.97%+605.5pp | 572.31%+27.2pp | -7.85%+607.4pp |
| Employer contribution / active EE | $3,387 | $3,382+0.2% | $4,815-29.7% | $2,597+30.4% |
| Participant deferral / active EE | $6,928 | $6,111+13.4% | $7,448-7.0% | $4,028+72.0% |
| Admin fee / account holder | $523 | $6,277-91.7% | $10,007-94.8% | $5,404-90.3% |