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 | $367,464 | $47,479+673.9% | $62,929+483.9% | $82,448+345.7% |
| Participation rate | 96.4% | 66.9%+29.6pp | 73.1%+23.3pp | 68.1%+28.4pp |
| Annual return | 14.09% | 20.34%-6.3pp | 1063.93%-1049.8pp | 41.64%-27.6pp |
| Employer contribution / active EE | $13,830 | $1,885+633.6% | $2,505+452.2% | $2,551+442.2% |
| Participant deferral / active EE | $18,394 | $2,870+540.8% | $3,888+373.1% | $4,139+344.4% |
| Admin fee / account holder | $10,360 | $3,804+172.4% | $5,065+104.6% | $7,234+43.2% |