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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $537,969 | $171,867+213.0% | $149,721+259.3% | $147,586+264.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 7.65% | 2113.36%-2105.7pp | 1501.67%-1494.0pp | 578.59%-570.9pp |
| Employer contribution / active EE | $27,538 | $6,275+338.9% | $5,444+405.8% | $4,876+464.7% |
| Participant deferral / active EE | $18,000 | $7,270+147.6% | $6,568+174.0% | $5,439+231.0% |
| Admin fee / account holder | $556 | $13,799-96.0% | $11,282-95.1% | $10,886-94.9% |