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 | $102,595+417.7% | $94,057+464.7% | $154,746+243.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 36.62% | 583.42%-546.8pp | 480.62%-444.0pp | 172.34%-135.7pp |
| Employer contribution / active EE | $24,830 | $3,147+689.0% | $2,933+746.6% | $4,379+467.0% |
| Participant deferral / active EE | $10,303 | $5,118+101.3% | $4,709+118.8% | $6,730+53.1% |
| Admin fee / account holder | $34,211 | $7,736+342.2% | $7,244+372.2% | $14,365+138.1% |