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 | $479,204 | $89,370+436.2% | $141,197+239.4% | $72,976+556.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 34.14% | 111.88%-77.7pp | 71.41%-37.3pp | 81.02%-46.9pp |
| Employer contribution / active EE | $17,581 | $3,115+464.4% | $4,736+271.2% | $2,440+620.5% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $84,089 | $5,957+1311.7% | $10,265+719.2% | $5,124+1541.0% |