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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 | $5,749 | $61,391-90.6% | $149,723-96.2% | $71,529-92.0% |
| Participation rate | 95.3% | 62.5%+32.8pp | 78.8%+16.5pp | 67.9%+27.4pp |
| Annual return | 619.01% | 35.88%+583.1pp | 134.50%+484.5pp | 28.97%+590.0pp |
| Employer contribution / active EE | $2,246 | $2,384-5.8% | $4,821-53.4% | $2,590-13.3% |
| Participant deferral / active EE | $2,325 | $2,921-20.4% | $5,682-59.1% | $4,291-45.8% |
| Admin fee / account holder | $673 | $1,264-46.7% | $13,215-94.9% | $1,588-57.6% |