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 | $303,556 | $138,385+119.4% | $184,243+64.8% | $80,925+275.1% |
| Participation rate | 90.4% | 83.9%+6.5pp | 86.8%+3.6pp | 67.7%+22.7pp |
| Annual return | 14.92% | 20.02%-5.1pp | 28.82%-13.9pp | 35.65%-20.7pp |
| Employer contribution / active EE | $12,676 | $4,851+161.3% | $6,427+97.2% | $2,756+359.9% |
| Participant deferral / active EE | $10,158 | $7,075+43.6% | $9,132+11.2% | $4,299+136.3% |
| Admin fee / account holder | $15,159 | $10,489+44.5% | $13,914+8.9% | $6,940+118.4% |