Filed July 19, 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 | $335,324 | $88,815+277.6% | $81,882+309.5% | $145,897+129.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 21.55% | 1033.75%-1012.2pp | 779.47%-757.9pp | 552.29%-530.7pp |
| Employer contribution / active EE | $18,867 | $3,086+511.3% | $2,916+547.0% | $4,663+304.6% |
| Participant deferral / active EE | $12,775 | $4,647+174.9% | $4,323+195.5% | $6,689+91.0% |
| Admin fee / account holder | $34,707 | $8,434+311.5% | $7,360+371.6% | $13,390+159.2% |