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 | $450,172 | $98,776+355.8% | $149,745+200.6% | $79,856+463.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 15.15% | 27.38%-12.2pp | 276.72%-261.6pp | 31.71%-16.6pp |
| Employer contribution / active EE | $18,036 | $3,217+460.6% | $4,646+288.2% | $2,471+629.9% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $113,893 | $6,053+1781.7% | $9,312+1123.1% | $5,306+2046.3% |