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 | $94,436+391.7% | $115,599+301.7% | $82,637+461.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.3%+25.7pp | 68.1%+31.9pp |
| Annual return | 28.56% | 18.37%+10.2pp | 111.10%-82.5pp | 53.51%-24.9pp |
| Employer contribution / active EE | $9,544 | $2,324+310.7% | $2,955+222.9% | $2,552+274.0% |
| Participant deferral / active EE | $0 | $3,955-100.0% | $4,889-100.0% | $4,126-100.0% |
| Admin fee / account holder | $5,114 | $10,328-50.5% | $12,841-60.2% | $7,339-30.3% |