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 | $50,554+626.9% | $67,681+442.9% | $87,485+320.0% |
| Participation rate | 96.4% | 67.7%+28.7pp | 73.7%+22.7pp | 68.9%+27.5pp |
| Annual return | 14.09% | 17.81%-3.7pp | 590.58%-576.5pp | 26.06%-12.0pp |
| Employer contribution / active EE | $13,830 | $1,988+595.5% | $2,678+416.4% | $2,596+432.7% |
| Participant deferral / active EE | $18,394 | $2,961+521.2% | $3,976+362.7% | $4,274+330.4% |
| Admin fee / account holder | $10,360 | $4,132+150.7% | $6,100+69.8% | $7,775+33.3% |