Filed September 30, 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 | $258,092 | $102,595+151.6% | $94,057+174.4% | $154,746+66.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 34.17% | 583.42%-549.2pp | 480.62%-446.4pp | 172.34%-138.2pp |
| Employer contribution / active EE | $14,682 | $3,147+366.5% | $2,933+400.6% | $4,379+235.3% |
| Participant deferral / active EE | $14,969 | $5,118+192.5% | $4,709+217.9% | $6,730+122.4% |
| Admin fee / account holder | $19,282 | $7,736+149.2% | $7,244+166.2% | $14,365+34.2% |