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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 | $278,984 | $282,126-1.1% | $282,126-1.1% | $254,173+9.8% |
| Participation rate | 71.4% | 56.3%+15.1pp | 41.9%+29.5pp | 43.0%+28.4pp |
| Annual return | 4.27% | 1315.74%-1311.5pp | 1087.39%-1083.1pp | 259.17%-254.9pp |
| Employer contribution / active EE | $45,527 | $46,882-2.9% | $42,245+7.8% | $41,471+9.8% |
| Participant deferral / active EE | $0 | $84-100.0% | $120-100.0% | $153-100.0% |
| Admin fee / account holder | $2,196 | $2,639-16.8% | $2,639-16.8% | $21,502-89.8% |