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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 | $276,448 | $172,111+60.6% | $150,298+83.9% | $137,256+101.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 20.55% | 69.37%-48.8pp | 62.79%-42.2pp | 220.34%-199.8pp |
| Employer contribution / active EE | $9,857 | $4,636+112.6% | $4,154+137.3% | $4,156+137.2% |
| Participant deferral / active EE | $14,373 | $6,166+133.1% | $5,453+163.6% | $6,407+124.3% |
| Admin fee / account holder | $1,180 | $16,471-92.8% | $14,116-91.6% | $12,270-90.4% |