Filed July 1, 2017
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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 | $418,540 | $183,592+128.0% | $155,574+169.0% | $145,877+186.9% |
| Participation rate | 84.6% | 82.7%+1.9pp | 78.2%+6.4pp | 80.3%+4.3pp |
| Annual return | 11.92% | 61.37%-49.5pp | 64.87%-53.0pp | 551.28%-539.4pp |
| Employer contribution / active EE | $9,261 | $5,317+74.2% | $4,676+98.1% | $4,663+98.6% |
| Participant deferral / active EE | $9,468 | $6,466+46.4% | $5,629+68.2% | $6,691+41.5% |
| Admin fee / account holder | $21,922 | $19,316+13.5% | $15,914+37.8% | $13,402+63.6% |