Filed October 3, 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 | $286,472 | $56,894+403.5% | $84,753+238.0% | $62,881+355.6% |
| Participation rate | 95.8% | 68.5%+27.2pp | 76.6%+19.2pp | 69.3%+26.5pp |
| Annual return | 5.51% | 6.30%-0.8pp | 22.78%-17.3pp | 20.14%-14.6pp |
| Employer contribution / active EE | $14,945 | $2,400+522.8% | $3,574+318.1% | $2,281+555.2% |
| Participant deferral / active EE | $7,619 | $2,709+181.2% | $3,712+105.2% | $3,203+137.9% |
| Admin fee / account holder | $15,000 | $3,581+318.9% | $5,333+181.3% | $4,296+249.2% |