Filed December 18, 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 | $486,703 | $84,684+474.7% | $73,835+559.2% | $125,388+288.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 0.56% | 3123.93%-3123.4pp | 2268.13%-2267.6pp | 282.24%-281.7pp |
| Employer contribution / active EE | $48,355 | $3,123+1448.1% | $2,788+1634.7% | $4,866+893.7% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $9,262 | $5,691+62.7% | $4,880+89.8% | $9,541-2.9% |