Filed November 11, 2019
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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 exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $268,001 | $154,228+73.8% | $145,433+84.3% | $137,256+95.3% |
| Participation rate | 94.1% | 83.8%+10.3pp | 82.1%+12.0pp | 80.0%+14.2pp |
| Annual return | 20.80% | 74.59%-53.8pp | 66.58%-45.8pp | 220.34%-199.5pp |
| Employer contribution / active EE | $5,025 | $4,804+4.6% | $4,554+10.3% | $4,156+20.9% |
| Participant deferral / active EE | $8,735 | $8,216+6.3% | $7,897+10.6% | $6,407+36.3% |
| Admin fee / account holder | $46,244 | $14,344+222.4% | $13,129+252.2% | $12,270+276.9% |