Filed April 6, 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 | $342,028 | $85,766+298.8% | $136,298+150.9% | $70,126+387.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 45.55% | 31.46%+14.1pp | 5156.27%-5110.7pp | 73.15%-27.6pp |
| Employer contribution / active EE | $17,468 | $2,966+488.9% | $4,696+272.0% | $2,343+645.7% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5,293 | $5,421-2.4% | $9,244-42.7% | $4,645+13.9% |