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 | $558,402 | $142,409+292.1% | $119,634+366.8% | $134,545+315.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 16.05% | -12.46%+28.5pp | -14.98%+31.0pp | 418.37%-402.3pp |
| Employer contribution / active EE | $58,476 | $5,224+1019.3% | $4,232+1281.6% | $4,742+1133.3% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $246,277 | $13,594+1711.6% | $10,329+2284.3% | $11,431+2054.5% |