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 | $539,765 | $162,785+231.6% | $133,959+302.9% | $158,950+239.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 27.45% | 41.94%-14.5pp | 45.09%-17.6pp | 302.91%-275.5pp |
| Employer contribution / active EE | $40,807 | $4,975+720.2% | $3,919+941.4% | $4,762+756.9% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $26,543 | $11,738+126.1% | $8,928+197.3% | $11,248+136.0% |