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 | $88,672+342.6% | $105,223+273.0% | $82,448+376.0% |
| Participation rate | 97.4% | 67.9%+29.5pp | 75.0%+22.4pp | 68.1%+29.4pp |
| Annual return | 17.93% | 30.86%-12.9pp | 180.65%-162.7pp | 41.64%-23.7pp |
| Employer contribution / active EE | $31,700 | $3,048+940.1% | $3,689+759.4% | $2,551+1142.7% |
| Participant deferral / active EE | $12,439 | $4,036+208.2% | $5,072+145.3% | $4,139+200.5% |
| Admin fee / account holder | $15,171 | $7,146+112.3% | $8,859+71.2% | $7,234+109.7% |