Filed April 13, 2020
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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 | $306,742 | $88,672+245.9% | $105,223+191.5% | $82,448+272.0% |
| Participation rate | 76.7% | 67.9%+8.7pp | 75.0%+1.6pp | 68.1%+8.6pp |
| Annual return | 15.10% | 30.86%-15.8pp | 180.65%-165.6pp | 41.64%-26.5pp |
| Employer contribution / active EE | $4,283 | $3,048+40.5% | $3,689+16.1% | $2,551+67.9% |
| Participant deferral / active EE | $9,432 | $4,036+133.7% | $5,072+86.0% | $4,139+127.9% |
| Admin fee / account holder | $31,872 | $7,146+346.0% | $8,859+259.8% | $7,234+340.6% |