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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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $632,043 | $523,242+20.8% | $482,648+31.0% | $352,355+79.4% |
| Participation rate | 100.0% | 100.0%0pp | 96.8%+3.2pp | 89.9%+10.1pp |
| Annual return | 17.83% | -20.76%+38.6pp | -20.55%+38.4pp | 910.77%-892.9pp |
| Employer contribution / active EE | $0 | $9,451-100.0% | $9,004-100.0% | $9,649-100.0% |
| Participant deferral / active EE | $0 | $9,846-100.0% | $9,178-100.0% | $6,422-100.0% |
| Admin fee / account holder | $73,485 | $18,777+291.4% | $17,473+320.6% | $32,261+127.8% |