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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,253,019 | $114,093+998.2% | $96,171+1202.9% | $167,536+647.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 6.84% | 190.00%-183.2pp | 192.04%-185.2pp | 478.82%-472.0pp |
| Employer contribution / active EE | $28,163 | $3,429+721.2% | $2,799+906.2% | $4,839+482.0% |
| Participant deferral / active EE | $26,000 | $5,197+400.3% | $4,350+497.7% | $6,342+309.9% |
| Admin fee / account holder | $11,972 | $6,899+73.5% | $5,538+116.2% | $12,315-2.8% |