Filed July 25, 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 | $744,362 | $157,276+373.3% | $141,177+427.3% | $152,885+386.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.06% | 64.33%-40.3pp | 71.40%-47.3pp | 345.39%-321.3pp |
| Employer contribution / active EE | $17,764 | $5,262+237.6% | $4,736+275.1% | $4,763+272.9% |
| Participant deferral / active EE | $19,738 | $7,110+177.6% | $6,710+194.2% | $5,851+237.4% |
| Admin fee / account holder | $19,410 | $12,123+60.1% | $10,263+89.1% | $11,598+67.4% |