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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,385,711 | $209,336+2472.8% | $197,124+2632.1% | $137,256+3823.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 62.27% | 48.09%+14.2pp | 44.34%+17.9pp | 220.34%-158.1pp |
| Employer contribution / active EE | $37,316 | $6,591+466.2% | $6,227+499.2% | $4,156+797.9% |
| Participant deferral / active EE | $15,728 | $9,614+63.6% | $9,135+72.2% | $6,407+145.5% |
| Admin fee / account holder | $290,200 | $17,308+1576.7% | $16,298+1680.6% | $12,270+2265.1% |