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 | $285,056 | $123,793+130.3% | $177,848+60.3% | $79,856+257.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 15.08% | 22.82%-7.7pp | 48.33%-33.2pp | 31.71%-16.6pp |
| Employer contribution / active EE | $11,826 | $4,095+188.8% | $5,919+99.8% | $2,471+378.6% |
| Participant deferral / active EE | $10,298 | $5,956+72.9% | $7,714+33.5% | $3,741+175.3% |
| Admin fee / account holder | $11,437 | $7,243+57.9% | $12,431-8.0% | $5,306+115.5% |