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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.
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $325,937 | $484,881-32.8% | $525,660-38.0% | $382,429-14.8% |
| Participation rate | 100.0% | 89.9%+10.1pp | 88.1%+11.9pp | 87.7%+12.3pp |
| Annual return | 5.92% | -7.82%+13.7pp | -7.17%+13.1pp | 248.85%-242.9pp |
| Employer contribution / active EE | $0 | $7,199-100.0% | $6,528-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $0 | $3,872-100.0% | $3,867-100.0% | $5,727-100.0% |
| Admin fee / account holder | $14,500 | $33,092-56.2% | $34,307-57.7% | $30,732-52.8% |