Filed January 2, 2019 (most recent of 3 filings on file)
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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 | $314,522 | $201,344+56.2% | $184,243+70.7% | $145,877+115.6% |
| Participation rate | 89.5% | 87.5%+2.0pp | 86.8%+2.6pp | 80.3%+9.2pp |
| Annual return | 21.16% | 29.01%-7.8pp | 28.82%-7.7pp | 551.28%-530.1pp |
| Employer contribution / active EE | $17,039 | $7,022+142.6% | $6,427+165.1% | $4,663+265.4% |
| Participant deferral / active EE | $21,800 | $9,807+122.3% | $9,132+138.7% | $6,691+225.8% |
| Admin fee / account holder | $8,182 | $16,382-50.1% | $13,914-41.2% | $13,402-38.9% |