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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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $271,193 | $127,229+113.2% | $115,939+133.9% | $237,064+14.4% |
| Participation rate | 100.0% | 22.8%+77.2pp | 19.3%+80.7pp | 45.6%+54.4pp |
| Annual return | 3.69% | 3.55%+0.1pp | 3.97%-0.3pp | 4.16%-0.5pp |
| Employer contribution / active EE | $6,504 | $33,688-80.7% | $28,168-76.9% | $42,918-84.8% |
| Participant deferral / active EE | $14,943 | $205+7172.5% | $274+5346.4% | $128+11589.9% |
| Admin fee / account holder | $204,669 | $15,835+1192.5% | $12,837+1494.4% | $21,465+853.5% |