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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 | $412,486 | $433,938-4.9% | $171,082+141.1% | - |
| Participation rate | 0.0% | 60.7%-60.7pp | 76.7%-76.7pp | - |
| Annual return | 3.24% | 6.86%-3.6pp | 32.56%-29.3pp | - |
| Employer contribution / active EE | $0 | $1,169-100.0% | $4,002-100.0% | - |
| Participant deferral / active EE | $0 | $2,929-100.0% | $4,797-100.0% | - |
| Admin fee / account holder | $3,675 | $26,981-86.4% | $8,520-56.9% | - |