Filed January 23, 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 | $753,617 | $87,132+764.9% | $105,624+613.5% | $80,959+830.9% |
| Participation rate | 98.7% | 70.4%+28.2pp | 75.3%+23.4pp | 67.7%+31.0pp |
| Annual return | 17.19% | 17.03%+0.2pp | 116.20%-99.0pp | 35.67%-18.5pp |
| Employer contribution / active EE | $19,024 | $2,397+693.7% | $3,168+500.6% | $2,757+590.0% |
| Participant deferral / active EE | $0 | $3,985-100.0% | $5,013-100.0% | $4,300-100.0% |
| Admin fee / account holder | $10,988 | $8,449+30.0% | $10,961+0.2% | $6,925+58.7% |