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 | $285,010 | $90,606+214.6% | $79,466+258.7% | $135,379+110.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.97% | 977.69%-981.7pp | 718.28%-722.3pp | 519.79%-523.8pp |
| Employer contribution / active EE | $14,063 | $3,068+358.4% | $2,800+402.2% | $4,779+194.3% |
| Participant deferral / active EE | $7,691 | $4,050+89.9% | $3,704+107.6% | $5,609+37.1% |
| Admin fee / account holder | $98,879 | $5,895+1577.4% | $5,104+1837.3% | $10,828+813.2% |