Filed October 22, 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 | $358,994 | $175,257+104.8% | $149,717+139.8% | $139,456+157.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.12% | 166.70%-146.6pp | 134.41%-114.3pp | 373.45%-353.3pp |
| Employer contribution / active EE | $20,185 | $5,477+268.6% | $4,820+318.8% | $4,753+324.7% |
| Participant deferral / active EE | $6,617 | $6,521+1.5% | $5,682+16.5% | $6,711-1.4% |
| Admin fee / account holder | $1,658 | $16,156-89.7% | $13,213-87.5% | $11,407-85.5% |