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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 | $889,414 | $224,372+296.4% | $219,333+305.5% | $222,458+299.8% |
| Participation rate | 100.0% | 47.3%+52.7pp | 42.3%+57.7pp | 48.7%+51.3pp |
| Annual return | 1.45% | -2.14%+3.6pp | -2.00%+3.5pp | -2.16%+3.6pp |
| Employer contribution / active EE | $33,333 | $37,316-10.7% | $34,470-3.3% | $42,957-22.4% |
| Participant deferral / active EE | $0 | $32-100.0% | $34-100.0% | $153-100.0% |
| Admin fee / account holder | $7,889 | $5,081+55.3% | $5,362+47.1% | $12,572-37.2% |