Filed December 31, 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 | $320,887 | $48,327+564.0% | $67,575+374.9% | $80,935+296.5% |
| Participation rate | 95.3% | 66.4%+28.9pp | 72.9%+22.4pp | 67.7%+27.7pp |
| Annual return | 13.20% | 18.31%-5.1pp | 3528.98%-3515.8pp | 35.66%-22.5pp |
| Employer contribution / active EE | $9,727 | $2,022+381.0% | $2,736+255.6% | $2,757+252.9% |
| Participant deferral / active EE | $13,621 | $2,927+365.3% | $4,003+240.2% | $4,299+216.8% |
| Admin fee / account holder | $2,661 | $3,692-27.9% | $3,993-33.4% | $6,924-61.6% |