Filed September 20, 2018 (most recent of 2 filings on file)
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $337,546 | $136,307+147.6% | $177,827+89.8% | $73,493+359.3% |
| Participation rate | 99.4% | 86.1%+13.3pp | 87.7%+11.6pp | 70.7%+28.7pp |
| Annual return | 16.23% | 18.68%-2.4pp | 48.32%-32.1pp | 28.51%-12.3pp |
| Employer contribution / active EE | $4,074 | $3,712+9.7% | $5,918-31.2% | $2,270+79.5% |
| Participant deferral / active EE | $4,997 | $5,829-14.3% | $7,713-35.2% | $3,740+33.6% |
| Admin fee / account holder | $365 | $596-38.8% | $12,429-97.1% | $513-28.9% |