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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 | $390,483 | $284,927+37.0% | $210,053+85.9% | $382,429+2.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.8%+19.2pp | 87.7%+12.3pp |
| Annual return | 4.24% | 281.55%-277.3pp | 232.76%-228.5pp | 248.85%-244.6pp |
| Employer contribution / active EE | $25,642 | $6,452+297.4% | $4,521+467.2% | $8,036+219.1% |
| Participant deferral / active EE | $0 | $4,567-100.0% | $4,238-100.0% | $5,727-100.0% |
| Admin fee / account holder | $42,597 | $19,753+115.7% | $16,990+150.7% | $30,732+38.6% |