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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 | $255,988 | $534,210-52.1% | $94,095+172.1% | $534,210-52.1% |
| Participation rate | 100.0% | 89.6%+10.4pp | 100.0%0pp | 89.6%+10.4pp |
| Annual return | 10.03% | 10.40%-0.4pp | 10.19%-0.2pp | 10.40%-0.4pp |
| Employer contribution / active EE | $9,915 | $19,440-49.0% | $6,764+46.6% | $19,440-49.0% |
| Participant deferral / active EE | $4,881 | $11,136-56.2% | $6,111-20.1% | $11,136-56.2% |
| Admin fee / account holder | $912 | $14,821-93.8% | $799+14.2% | $14,821-93.8% |