Filed June 2, 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 | $269,216 | $67,602+298.2% | $82,312+227.1% | $70,126+283.9% |
| Participation rate | 92.0% | 72.8%+19.2pp | 76.9%+15.1pp | 69.5%+22.5pp |
| Annual return | 15.23% | 21.57%-6.3pp | 25.88%-10.7pp | 73.15%-57.9pp |
| Employer contribution / active EE | $3,078 | $1,755+75.4% | $2,428+26.8% | $2,343+31.4% |
| Participant deferral / active EE | $6,068 | $2,987+103.1% | $3,706+63.7% | $3,332+82.1% |
| Admin fee / account holder | $5,578 | $4,512+23.6% | $5,608-0.5% | $4,645+20.1% |