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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 | $294,966 | $266,915+10.5% | $319,010-7.5% | $350,051-15.7% |
| Participation rate | 100.0% | 55.4%+44.6pp | 47.0%+53.0pp | 44.5%+55.5pp |
| Annual return | -6.38% | 12.39%-18.8pp | 10.22%-16.6pp | -14.65%+8.3pp |
| Employer contribution / active EE | $0 | $53,662-100.0% | $51,198-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $126-100.0% | $129-100.0% | $60-100.0% |
| Admin fee / account holder | $13,163 | $9,726+35.3% | $10,810+21.8% | $14,582-9.7% |