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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $255,666 | $385,693-33.7% | $385,693-33.7% | $484,799-47.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 84.6%+15.4pp | 91.1%+8.9pp |
| Annual return | 9.47% | 14.57%-5.1pp | 13.98%-4.5pp | 5.95%+3.5pp |
| Employer contribution / active EE | $24,000 | $30,623-21.6% | $29,699-19.2% | $27,493-12.7% |
| Participant deferral / active EE | $12,000 | $8,397+42.9% | $8,397+42.9% | $6,572+82.6% |
| Admin fee / account holder | $691 | $1,136-39.2% | $1,136-39.2% | $18,209-96.2% |