Filed November 12, 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 | $319,106 | $154,228+106.9% | $145,433+119.4% | $137,256+132.5% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 14.15% | 74.59%-60.4pp | 66.58%-52.4pp | 220.34%-206.2pp |
| Employer contribution / active EE | $3,444 | $4,804-28.3% | $4,554-24.4% | $4,156-17.1% |
| Participant deferral / active EE | $9,600 | $8,216+16.8% | $7,897+21.6% | $6,407+49.8% |
| Admin fee / account holder | $14,142 | $14,344-1.4% | $13,129+7.7% | $12,270+15.3% |