Filed March 6, 2018
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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 | $326,880 | $144,124+126.8% | $117,857+177.4% | $147,585+121.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 49.00% | 531.17%-482.2pp | 335.09%-286.1pp | 578.57%-529.6pp |
| Employer contribution / active EE | $6,482 | $4,897+32.4% | $3,786+71.2% | $4,876+32.9% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,447 | $10,886-59.2% | $8,020-44.6% | $10,885-59.2% |