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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 | $10,324 | $79,223-87.0% | $102,460-89.9% | $74,478-86.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 53.92% | 54.98%-1.1pp | 29.47%+24.5pp | 1370.56%-1316.6pp |
| Employer contribution / active EE | $4,118 | $2,363+74.3% | $3,025+36.1% | $2,626+56.8% |
| Participant deferral / active EE | $4,145 | $4,417-6.2% | $5,056-18.0% | $4,350-4.7% |
| Admin fee / account holder | $2,162 | $2,003+7.9% | $9,460-77.1% | $1,946+11.1% |