Filed May 17, 2019 (most recent of 10 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 | $392,470 | $93,345+320.5% | $119,126+229.5% | $87,485+348.6% |
| Participation rate | 97.4% | 68.7%+28.7pp | 75.8%+21.7pp | 68.9%+28.5pp |
| Annual return | 17.93% | 19.08%-1.2pp | 282.11%-264.2pp | 26.06%-8.1pp |
| Employer contribution / active EE | $31,700 | $3,172+899.5% | $4,034+685.9% | $2,596+1121.0% |
| Participant deferral / active EE | $12,439 | $4,099+203.5% | $5,318+133.9% | $4,274+191.1% |
| Admin fee / account holder | $15,171 | $8,039+88.7% | $10,693+41.9% | $7,775+95.1% |