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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 | $430,276 | $398,892+7.9% | $398,892+7.9% | $287,034+49.9% |
| Participation rate | 100.0% | 64.6%+35.4pp | 54.1%+45.9pp | 55.9%+44.1pp |
| Annual return | 52.75% | 8.32%+44.4pp | 8.56%+44.2pp | 24.44%+28.3pp |
| Employer contribution / active EE | $200,000 | $41,002+387.8% | $37,135+438.6% | $41,344+383.7% |
| Participant deferral / active EE | $0 | $20-100.0% | $18-100.0% | $55-100.0% |
| Admin fee / account holder | $353,698 | $77,551+356.1% | $77,551+356.1% | $22,013+1506.8% |