Filed November 13, 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 | $454,895 | $110,083+313.2% | $151,639+200.0% | $68,486+564.2% |
| Participation rate | 96.8% | 84.0%+12.8pp | 87.5%+9.3pp | 67.9%+28.9pp |
| Annual return | -17.60% | -10.12%-7.5pp | 3.34%-20.9pp | -7.85%-9.7pp |
| Employer contribution / active EE | $20,763 | $4,470+364.5% | $6,165+236.8% | $2,597+699.6% |
| Participant deferral / active EE | $14,327 | $6,526+119.5% | $8,363+71.3% | $4,028+255.7% |
| Admin fee / account holder | $19,298 | $7,718+150.1% | $11,613+66.2% | $5,404+257.1% |