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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 | $10,573 | $88,360-88.0% | $145,433-92.7% | $67,986-84.4% |
| Participation rate | 100.0% | 65.5%+34.5pp | 82.1%+17.9pp | 57.2%+42.8pp |
| Annual return | 435.55% | 63.15%+372.4pp | 66.58%+369.0pp | 31.67%+403.9pp |
| Employer contribution / active EE | $3,751 | $3,054+22.8% | $4,554-17.6% | $2,019+85.8% |
| Participant deferral / active EE | $8,873 | $5,932+49.6% | $7,897+12.4% | $3,358+164.2% |
| Admin fee / account holder | $930 | $3,313-71.9% | $13,129-92.9% | $3,203-71.0% |