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 | $265,262 | $123,793+114.3% | $177,848+49.2% | $79,856+232.2% |
| Participation rate | 95.6% | 84.7%+10.9pp | 87.7%+7.8pp | 69.6%+25.9pp |
| Annual return | 14.47% | 22.82%-8.4pp | 48.33%-33.9pp | 31.71%-17.2pp |
| Employer contribution / active EE | $12,758 | $4,095+211.5% | $5,919+115.6% | $2,471+416.3% |
| Participant deferral / active EE | $10,104 | $5,956+69.6% | $7,714+31.0% | $3,741+170.1% |
| Admin fee / account holder | $55,445 | $7,243+665.5% | $12,431+346.0% | $5,306+944.9% |