Filed December 27, 2018 (most recent of 2 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 | $387,244 | $146,267+164.8% | $197,124+96.4% | $82,448+369.7% |
| Participation rate | 97.7% | 84.0%+13.7pp | 86.7%+11.0pp | 68.1%+29.6pp |
| Annual return | 13.77% | 29.61%-15.8pp | 44.34%-30.6pp | 41.64%-27.9pp |
| Employer contribution / active EE | $13,500 | $4,723+185.8% | $6,227+116.8% | $2,551+429.2% |
| Participant deferral / active EE | $12,663 | $7,035+80.0% | $9,135+38.6% | $4,139+205.9% |
| Admin fee / account holder | $3,467 | $14,422-76.0% | $16,298-78.7% | $7,234-52.1% |