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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 | $2,503,158 | $474,312+427.7% | $577,088+333.8% | $428,746+483.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 89.2%+10.8pp | 88.2%+11.8pp |
| Annual return | 9.53% | -9.06%+18.6pp | -8.71%+18.2pp | 331.92%-322.4pp |
| Employer contribution / active EE | $0 | $8,025-100.0% | $7,764-100.0% | $8,363-100.0% |
| Participant deferral / active EE | $0 | $3,327-100.0% | $3,454-100.0% | $5,961-100.0% |
| Admin fee / account holder | $20,995 | $32,457-35.3% | $34,566-39.3% | $31,735-33.8% |