Filed December 4, 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 | $531,134 | $72,071+637.0% | $68,368+676.9% | $137,256+287.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 36.62% | 353.14%-316.5pp | 292.57%-256.0pp | 220.34%-183.7pp |
| Employer contribution / active EE | $24,830 | $2,788+790.6% | $2,649+837.4% | $4,156+497.5% |
| Participant deferral / active EE | $10,303 | $4,410+133.6% | $4,123+149.9% | $6,407+60.8% |
| Admin fee / account holder | $34,211 | $5,336+541.2% | $5,150+564.3% | $12,270+178.8% |