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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 | $405,033 | $290,899+39.2% | $260,109+55.7% | $248,183+63.2% |
| Participation rate | 100.0% | 52.7%+47.3pp | 43.2%+56.8pp | 45.9%+54.1pp |
| Annual return | 8.59% | 7.75%+0.8pp | 8.93%-0.3pp | 10.21%-1.6pp |
| Employer contribution / active EE | $0 | $50,686-100.0% | $43,470-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $229-100.0% | $223-100.0% | $121-100.0% |
| Admin fee / account holder | $1,188 | $1,279-7.1% | $1,225-3.0% | $13,518-91.2% |