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 | $252,044 | $109,359+130.5% | $162,185+55.4% | $72,976+245.4% |
| Participation rate | 93.8% | 84.3%+9.5pp | 87.6%+6.2pp | 69.5%+24.3pp |
| Annual return | 63.06% | 25.46%+37.6pp | 115.61%-52.6pp | 81.02%-18.0pp |
| Employer contribution / active EE | $10,294 | $3,907+163.5% | $5,613+83.4% | $2,440+321.9% |
| Participant deferral / active EE | $9,442 | $5,481+72.3% | $7,297+29.4% | $3,608+161.7% |
| Admin fee / account holder | $51,615 | $7,972+547.5% | $10,844+376.0% | $5,124+907.3% |