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 | $585,352 | $71,215+721.9% | $93,696+524.7% | $80,935+623.2% |
| Participation rate | 98.5% | 60.4%+38.1pp | 68.7%+29.8pp | 67.7%+30.8pp |
| Annual return | 29.09% | 11.27%+17.8pp | 133.74%-104.7pp | 35.66%-6.6pp |
| Employer contribution / active EE | $13,464 | $1,565+760.2% | $2,422+455.9% | $2,757+388.4% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,299-100.0% |
| Admin fee / account holder | $6,521 | $6,958-6.3% | $8,287-21.3% | $6,924-5.8% |