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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 | $1,601,583 | $318,460+402.9% | $197,124+712.5% | - |
| Participation rate | 0.0% | 81.2%-81.2pp | 86.7%-86.7pp | - |
| Annual return | 24.97% | 15.33%+9.6pp | 44.34%-19.4pp | - |
| Employer contribution / active EE | $0 | $3,599-100.0% | $6,227-100.0% | - |
| Participant deferral / active EE | $0 | $6,762-100.0% | $9,135-100.0% | - |
| Admin fee / account holder | $72,163 | $8,335+765.8% | $16,298+342.8% | - |