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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 exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $298,251 | $363,850-18.0% | $155,789+91.4% | - |
| Participation rate | 0.0% | 50.7%-50.7pp | 76.1%-76.1pp | - |
| Annual return | 5.45% | -3.26%+8.7pp | 71.54%-66.1pp | - |
| Employer contribution / active EE | $0 | $1,069-100.0% | $3,839-100.0% | - |
| Participant deferral / active EE | $0 | $2,383-100.0% | $4,798-100.0% | - |
| Admin fee / account holder | $2,636 | $13,180-80.0% | $7,477-64.7% | - |