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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 | $597,459 | $212,470+181.2% | $428,620+39.4% | $254,542+134.7% |
| Participation rate | 100.0% | 52.4%+47.6pp | 46.0%+54.0pp | 47.3%+52.7pp |
| Annual return | 26.20% | 21.43%+4.8pp | 20.73%+5.5pp | 12.16%+14.0pp |
| Employer contribution / active EE | $60,000 | $39,472+52.0% | $36,503+64.4% | $44,747+34.1% |
| Participant deferral / active EE | $0 | $80-100.0% | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $6,637 | $5,476+21.2% | $7,495-11.4% | $17,640-62.4% |