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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 | $331,669 | $284,927+16.4% | $210,053+57.9% | $382,429-13.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.8%+19.2pp | 87.7%+12.3pp |
| Annual return | 12.17% | 281.55%-269.4pp | 232.76%-220.6pp | 248.85%-236.7pp |
| Employer contribution / active EE | $21,475 | $6,452+232.9% | $4,521+375.0% | $8,036+167.2% |
| Participant deferral / active EE | $0 | $4,567-100.0% | $4,238-100.0% | $5,727-100.0% |
| Admin fee / account holder | $6,667 | $19,753-66.2% | $16,990-60.8% | $30,732-78.3% |