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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 | $401,244 | $418,230-4.1% | $386,303+3.9% | $461,066-13.0% |
| Participation rate | 100.0% | 90.6%+9.4pp | 87.7%+12.3pp | 87.7%+12.3pp |
| Annual return | 26.05% | 213.00%-187.0pp | 210.04%-184.0pp | 484.84%-458.8pp |
| Employer contribution / active EE | $0 | $11,708-100.0% | $10,842-100.0% | $9,163-100.0% |
| Participant deferral / active EE | $0 | $10,032-100.0% | $9,137-100.0% | $6,032-100.0% |
| Admin fee / account holder | $16,056 | $20,326-21.0% | $19,920-19.4% | $28,147-43.0% |