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 | $324,969 | $67,352+382.5% | $60,899+433.6% | $134,509+141.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -7.73% | 49.99%-57.7pp | 16.92%-24.7pp | 418.13%-425.9pp |
| Employer contribution / active EE | $16,760 | $3,098+441.0% | $2,702+520.2% | $4,741+253.5% |
| Participant deferral / active EE | $14,233 | $4,539+213.6% | $3,817+272.9% | $6,400+122.4% |
| Admin fee / account holder | $11,549 | $4,585+151.9% | $3,225+258.1% | $11,427+1.1% |