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 | $87,037+765.9% | $106,201+609.6% | $80,874+831.8% |
| Participation rate | 98.7% | 70.4%+28.2pp | 75.3%+23.4pp | 67.6%+31.0pp |
| Annual return | 17.19% | 17.05%+0.1pp | 116.26%-99.1pp | 35.62%-18.4pp |
| Employer contribution / active EE | $19,024 | $2,396+694.0% | $3,170+500.2% | $2,756+590.4% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,012-100.0% | $4,297-100.0% |
| Admin fee / account holder | $10,988 | $8,434+30.3% | $11,039-0.5% | $6,935+58.4% |