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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 | $19,359 | $78,197-75.2% | $98,090-80.3% | $82,637-76.6% |
| Participation rate | 90.4% | 77.5%+13.0pp | 81.5%+8.9pp | 68.1%+22.4pp |
| Annual return | 421.34% | 40.25%+381.1pp | 37.05%+384.3pp | 53.51%+367.8pp |
| Employer contribution / active EE | $1,778 | $2,605-31.7% | $3,606-50.7% | $2,552-30.3% |
| Participant deferral / active EE | $3,576 | $6,636-46.1% | $7,845-54.4% | $4,126-13.3% |
| Admin fee / account holder | $4,844 | $14,832-67.3% | $11,815-59.0% | $7,339-34.0% |