Filed August 14, 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 | $486,891 | $68,097+615.0% | $62,929+673.7% | $137,256+254.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 25.64% | 1859.11%-1833.5pp | 1063.93%-1038.3pp | 220.34%-194.7pp |
| Employer contribution / active EE | $20,117 | $2,811+615.6% | $2,505+703.2% | $4,156+384.0% |
| Participant deferral / active EE | $18,511 | $4,553+306.6% | $3,888+376.1% | $6,407+188.9% |
| Admin fee / account holder | $14,481 | $6,521+122.1% | $5,065+185.9% | $12,270+18.0% |