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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 | $316,181 | $181,004+74.7% | $185,441+70.5% | - |
| Participation rate | 0.0% | 58.9%-58.9pp | 80.3%-80.3pp | - |
| Annual return | 7.31% | 7.93%-0.6pp | 20.16%-12.9pp | - |
| Employer contribution / active EE | $0 | $1,877-100.0% | $4,672-100.0% | - |
| Participant deferral / active EE | $0 | $3,727-100.0% | $6,152-100.0% | - |
| Admin fee / account holder | $9,950 | $33,727-70.5% | $17,890-44.4% | - |