Filed January 20, 2021
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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 | $600,238 | $160,040+275.1% | $147,096+308.1% | $145,877+311.5% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 16.61% | 98.49%-81.9pp | 419.75%-403.1pp | 551.28%-534.7pp |
| Employer contribution / active EE | $7,972 | $5,289+50.7% | $4,936+61.5% | $4,663+71.0% |
| Participant deferral / active EE | $19,406 | $8,429+130.2% | $8,071+140.4% | $6,691+190.1% |
| Admin fee / account holder | $568 | $15,050-96.2% | $13,005-95.6% | $13,402-95.8% |