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 | $806,316 | $81,208+892.9% | $98,920+715.1% | $79,856+909.7% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 225812.72% | 60.99%+225751.7pp | 196.47%+225616.2pp | 31.71%+225781.0pp |
| Employer contribution / active EE | $15,244 | $1,960+677.9% | $2,689+466.8% | $2,471+516.9% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,245-100.0% | $3,741-100.0% |
| Admin fee / account holder | $13,640 | $6,013+126.8% | $6,643+105.3% | $5,306+157.0% |