Filed January 10, 2019 (most recent of 5 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $430,615 | $98,776+336.0% | $149,745+187.6% | $79,856+439.2% |
| Participation rate | 90.7% | 75.8%+15.0pp | 82.5%+8.3pp | 69.6%+21.1pp |
| Annual return | 18.03% | 27.38%-9.3pp | 276.72%-258.7pp | 31.71%-13.7pp |
| Employer contribution / active EE | $5,856 | $3,217+82.0% | $4,646+26.1% | $2,471+137.0% |
| Participant deferral / active EE | $9,065 | $5,681+59.6% | $6,843+32.5% | $3,741+142.3% |
| Admin fee / account holder | $3,824 | $6,053-36.8% | $9,312-58.9% | $5,306-27.9% |