Filed May 21, 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 | $405,720 | $107,733+276.6% | $92,985+336.3% | $154,746+162.2% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 16.15% | 30.39%-14.2pp | 27.99%-11.8pp | 172.34%-156.2pp |
| Employer contribution / active EE | $23,136 | $3,126+640.0% | $2,662+769.1% | $4,379+428.3% |
| Participant deferral / active EE | $0 | $5,053-100.0% | $4,377-100.0% | $6,730-100.0% |
| Admin fee / account holder | $13,102 | $11,369+15.2% | $9,463+38.4% | $14,365-8.8% |