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 | $196,972+54.5% | $182,262+67.0% | $198,609+53.3% |
| Participation rate | 95.5% | 85.7%+9.8pp | 84.2%+11.2pp | 82.4%+13.1pp |
| Annual return | 15.55% | 158.27%-142.7pp | 140.60%-125.0pp | 202.70%-187.1pp |
| Employer contribution / active EE | $22,894 | $5,364+326.9% | $5,046+353.7% | $5,055+352.9% |
| Participant deferral / active EE | $4,741 | $8,643-45.1% | $8,276-42.7% | $6,977-32.0% |
| Admin fee / account holder | $1,250 | $18,429-93.2% | $16,712-92.5% | $19,030-93.4% |