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 | $318,931 | $63,346+403.5% | $92,240+245.8% | $70,126+354.8% |
| Participation rate | 96.1% | 68.7%+27.4pp | 76.5%+19.6pp | 69.5%+26.6pp |
| Annual return | 13.08% | 530.19%-517.1pp | 176.29%-163.2pp | 73.15%-60.1pp |
| Employer contribution / active EE | $14,995 | $2,471+506.8% | $3,680+307.5% | $2,343+540.1% |
| Participant deferral / active EE | $7,827 | $2,854+174.3% | $3,897+100.8% | $3,332+134.9% |
| Admin fee / account holder | $2,884 | $3,841-24.9% | $5,194-44.5% | $4,645-37.9% |