Filed August 30, 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 | $300,656 | $96,731+210.8% | $123,973+142.5% | $86,983+245.6% |
| Participation rate | 92.9% | 70.0%+22.8pp | 76.7%+16.2pp | 69.5%+23.3pp |
| Annual return | 15.14% | 17.33%-2.2pp | 388.13%-373.0pp | 25.83%-10.7pp |
| Employer contribution / active EE | $9,121 | $3,297+176.7% | $4,126+121.1% | $2,584+252.9% |
| Participant deferral / active EE | $7,819 | $4,152+88.3% | $5,247+49.0% | $4,194+86.4% |
| Admin fee / account holder | $32,123 | $8,722+268.3% | $11,799+172.3% | $7,856+308.9% |