Filed December 16, 2019
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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 | $464,331 | $94,031+393.8% | $115,768+301.1% | $82,448+463.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 28.56% | 20.61%+7.9pp | 100.46%-71.9pp | 41.64%-13.1pp |
| Employer contribution / active EE | $9,544 | $2,323+310.8% | $2,940+224.6% | $2,551+274.1% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,917-100.0% | $4,139-100.0% |
| Admin fee / account holder | $5,114 | $10,249-50.1% | $12,439-58.9% | $7,234-29.3% |