Filed March 2, 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 | $304,371 | $162,136+87.7% | $152,301+99.8% | $154,746+96.7% |
| Participation rate | 95.5% | 84.1%+11.3pp | 82.4%+13.0pp | 80.7%+14.8pp |
| Annual return | 15.55% | 91.02%-75.5pp | 80.50%-65.0pp | 172.34%-156.8pp |
| Employer contribution / active EE | $22,894 | $4,890+368.2% | $4,624+395.1% | $4,379+422.8% |
| Participant deferral / active EE | $4,741 | $8,341-43.2% | $8,004-40.8% | $6,730-29.6% |
| Admin fee / account holder | $1,250 | $15,759-92.1% | $14,398-91.3% | $14,365-91.3% |