Filed April 26, 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 | $294,305 | $102,382+187.5% | $147,005+100.2% | $80,874+263.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.32% | 134.89%-121.6pp | 418.76%-405.4pp | 35.62%-22.3pp |
| Employer contribution / active EE | $17,656 | $3,715+375.3% | $4,934+257.8% | $2,756+540.7% |
| Participant deferral / active EE | $13,945 | $6,646+109.8% | $8,070+72.8% | $4,297+224.5% |
| Admin fee / account holder | $35,888 | $7,942+351.9% | $13,006+175.9% | $6,935+417.5% |