Filed September 13, 2018
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 | $284,675 | $48,327+489.1% | $67,575+321.3% | $80,935+251.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 12.17% | 18.31%-6.1pp | 3528.98%-3516.8pp | 35.66%-23.5pp |
| Employer contribution / active EE | $12,619 | $2,022+524.0% | $2,736+361.3% | $2,757+357.8% |
| Participant deferral / active EE | $8,698 | $2,927+197.1% | $4,003+117.3% | $4,299+102.3% |
| Admin fee / account holder | $30,345 | $3,692+721.9% | $3,993+660.0% | $6,924+338.2% |