Filed January 11, 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 | $254,288 | $141,004+80.3% | $112,273+126.5% | $139,456+82.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.27% | 32.75%-20.5pp | 30.23%-18.0pp | 373.45%-361.2pp |
| Employer contribution / active EE | $8,006 | $4,285+86.8% | $3,431+133.3% | $4,753+68.5% |
| Participant deferral / active EE | $5,252 | $5,878-10.6% | $4,800+9.4% | $6,711-21.7% |
| Admin fee / account holder | $37,842 | $9,959+280.0% | $7,752+388.2% | $11,407+231.7% |