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 | $379,164 | $223,823+69.4% | $211,142+79.6% | $154,746+145.0% |
| Participation rate | 90.5% | 87.9%+2.6pp | 87.3%+3.2pp | 80.7%+9.8pp |
| Annual return | 13.71% | 50.39%-36.7pp | 46.84%-33.1pp | 172.34%-158.6pp |
| Employer contribution / active EE | $18,190 | $6,787+168.0% | $6,442+182.4% | $4,379+315.4% |
| Participant deferral / active EE | $19,311 | $9,750+98.1% | $9,284+108.0% | $6,730+186.9% |
| Admin fee / account holder | $9,894 | $19,707-49.8% | $19,076-48.1% | $14,365-31.1% |