Filed January 28, 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 | $252,576 | $54,355+364.7% | $82,744+205.3% | $68,486+268.8% |
| Participation rate | 89.3% | 63.9%+25.4pp | 72.6%+16.7pp | 67.9%+21.4pp |
| Annual return | -15.78% | -13.67%-2.1pp | 702.22%-718.0pp | -7.85%-7.9pp |
| Employer contribution / active EE | $2,700 | $2,219+21.7% | $3,008-10.3% | $2,597+4.0% |
| Participant deferral / active EE | $9,182 | $3,246+182.8% | $4,395+108.9% | $4,028+128.0% |
| Admin fee / account holder | $6,849 | $4,397+55.8% | $5,325+28.6% | $5,404+26.7% |