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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 | $489,728 | $321,431+52.4% | $308,850+58.6% | $248,183+97.3% |
| Participation rate | 100.0% | 52.9%+47.1pp | 48.5%+51.5pp | 45.9%+54.1pp |
| Annual return | 14.38% | 14.95%-0.6pp | 14.41%0pp | 10.21%+4.2pp |
| Employer contribution / active EE | $50,000 | $48,159+3.8% | $45,283+10.4% | $42,272+18.3% |
| Participant deferral / active EE | $0 | $124-100.0% | $125-100.0% | $121-100.0% |
| Admin fee / account holder | $28,939 | $8,071+258.5% | $9,941+191.1% | $13,518+114.1% |