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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 | $337,824 | $317,758+6.3% | $310,574+8.8% | $330,599+2.2% |
| Participation rate | 100.0% | 62.9%+37.1pp | 57.3%+42.7pp | 43.7%+56.3pp |
| Annual return | 6.63% | 8.10%-1.5pp | 8.04%-1.4pp | 13.05%-6.4pp |
| Employer contribution / active EE | $0 | $44,203-100.0% | $42,698-100.0% | $37,652-100.0% |
| Participant deferral / active EE | $0 | $35-100.0% | $66-100.0% | $48-100.0% |
| Admin fee / account holder | $11,833 | $9,260+27.8% | $8,889+33.1% | $31,365-62.3% |