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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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,169,643 | $628,301+86.2% | $169,397+590.5% | - |
| Participation rate | 0.0% | 65.7%-65.7pp | 77.2%-77.2pp | - |
| Annual return | 17.74% | 72.90%-55.2pp | 406.23%-388.5pp | - |
| Employer contribution / active EE | $0 | $2,392-100.0% | $4,013-100.0% | - |
| Participant deferral / active EE | $0 | $4,568-100.0% | $6,223-100.0% | - |
| Admin fee / account holder | $34,626 | $15,010+130.7% | $9,017+284.0% | - |