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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 | $272,595 | $554,306-50.8% | $272,5950% | $554,306-50.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 100.0%0pp | 84.6%+15.4pp |
| Annual return | 4.60% | 10.47%-5.9pp | 4.60%0pp | 10.47%-5.9pp |
| Employer contribution / active EE | $5,700 | $25,289-77.5% | $5,7000% | $25,289-77.5% |
| Participant deferral / active EE | $0 | $3,690-100.0% | - | $3,690-100.0% |
| Admin fee / account holder | $6,800 | $49,540-86.3% | $6,8000% | $49,540-86.3% |