Filed February 6, 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 | $427,525 | $143,969+197.0% | $199,883+113.9% | $82,637+417.4% |
| Participation rate | 94.5% | 84.1%+10.4pp | 86.8%+7.8pp | 68.1%+26.5pp |
| Annual return | 14.89% | 25.67%-10.8pp | 43.81%-28.9pp | 53.51%-38.6pp |
| Employer contribution / active EE | $7,940 | $4,632+71.4% | $6,261+26.8% | $2,552+211.1% |
| Participant deferral / active EE | $16,936 | $6,937+144.1% | $9,138+85.3% | $4,126+310.5% |
| Admin fee / account holder | $3,549 | $14,597-75.7% | $17,268-79.4% | $7,339-51.6% |