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 | $377,934 | $81,664+362.8% | $70,476+436.3% | $158,966+137.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 11.16% | 208.59%-197.4pp | 109.12%-98.0pp | 302.95%-291.8pp |
| Employer contribution / active EE | $16,249 | $3,219+404.8% | $2,738+493.5% | $4,762+241.2% |
| Participant deferral / active EE | $11,718 | $4,556+157.2% | $3,710+215.8% | $5,983+95.9% |
| Admin fee / account holder | $13,753 | $6,197+121.9% | $3,847+257.5% | $11,250+22.3% |