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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 | $198,217+59.5% | $173,730+82.0% | - |
| Participation rate | 0.0% | 59.1%-59.1pp | 79.6%-79.6pp | - |
| Annual return | 7.31% | 9.45%-2.1pp | 19.96%-12.6pp | - |
| Employer contribution / active EE | $0 | $1,858-100.0% | $4,577-100.0% | - |
| Participant deferral / active EE | $0 | $3,727-100.0% | $6,326-100.0% | - |
| Admin fee / account holder | $9,950 | $27,022-63.2% | $17,523-43.2% | - |