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 | $278,388 | $93,589+197.5% | $135,942+104.8% | $75,181+270.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 20.61% | 30.90%-10.3pp | 68.28%-47.7pp | 160.69%-140.1pp |
| Employer contribution / active EE | $11,879 | $3,537+235.8% | $4,858+144.5% | $2,671+344.8% |
| Participant deferral / active EE | $13,175 | $6,405+105.7% | $7,759+69.8% | $4,126+219.3% |
| Admin fee / account holder | $9,099 | $6,977+30.4% | $10,764-15.5% | $5,650+61.0% |