Filed December 20, 2018 (most recent of 4 filings on file)
Total covered: 2 employees
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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 | $343,399 | $146,267+134.8% | $197,124+74.2% | $82,448+316.5% |
| Participation rate | 81.3% | 84.0%-2.8pp | 86.7%-5.5pp | 68.1%+13.2pp |
| Annual return | 15.68% | 29.61%-13.9pp | 44.34%-28.7pp | 41.64%-26.0pp |
| Employer contribution / active EE | $12,072 | $4,723+155.6% | $6,227+93.9% | $2,551+373.2% |
| Participant deferral / active EE | $11,487 | $7,035+63.3% | $9,135+25.8% | $4,139+177.5% |
| Admin fee / account holder | $42,977 | $14,422+198.0% | $16,298+163.7% | $7,234+494.1% |