Filed April 15, 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 | $742,875 | $73,787+906.8% | $98,716+652.5% | $82,448+801.0% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 33.68% | 18.57%+15.1pp | 31.81%+1.9pp | 41.64%-8.0pp |
| Employer contribution / active EE | $14,198 | $1,511+839.5% | $2,279+523.1% | $2,551+456.6% |
| Participant deferral / active EE | $0 | $3,081-100.0% | $4,048-100.0% | $4,139-100.0% |
| Admin fee / account holder | $6,571 | $6,500+1.1% | $8,703-24.5% | $7,234-9.2% |