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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 | $116,412+171.6% | $156,181+102.4% | - |
| Participation rate | 0.0% | 77.9%-77.9pp | 78.8%-78.8pp | - |
| Annual return | 7.31% | 16.48%-9.2pp | 64.87%-57.6pp | - |
| Employer contribution / active EE | $0 | $2,587-100.0% | $4,294-100.0% | - |
| Participant deferral / active EE | $0 | $4,514-100.0% | $6,132-100.0% | - |
| Admin fee / account holder | $9,950 | $18,889-47.3% | $14,586-31.8% | - |