Filed August 17, 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $287,269 | $122,063+135.3% | $184,256+55.9% | $74,478+285.7% |
| Participation rate | 99.2% | 85.5%+13.8pp | 86.8%+12.4pp | 67.2%+32.0pp |
| Annual return | 13.20% | 19.92%-6.7pp | 28.85%-15.6pp | 1370.56%-1357.4pp |
| Employer contribution / active EE | $6,168 | $4,539+35.9% | $6,427-4.0% | $2,626+134.8% |
| Participant deferral / active EE | $9,570 | $7,144+34.0% | $9,133+4.8% | $4,350+120.0% |
| Admin fee / account holder | $321 | $1,253-74.4% | $13,899-97.7% | $1,946-83.5% |