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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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $270,908 | $554,306-51.1% | $193,871+39.7% | $554,306-51.1% |
| Participation rate | 0.0% | 84.6%-84.6pp | 85.6%-85.6pp | 84.6%-84.6pp |
| Annual return | 3.77% | 10.47%-6.7pp | 15.27%-11.5pp | 10.47%-6.7pp |
| Employer contribution / active EE | $0 | $25,289-100.0% | $4,691-100.0% | $25,289-100.0% |
| Participant deferral / active EE | $0 | $3,690-100.0% | $2,779-100.0% | $3,690-100.0% |
| Admin fee / account holder | $26,123 | $49,540-47.3% | $12,948+101.8% | $49,540-47.3% |