Filed January 31, 2017 (most recent of 3 filings on file)
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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 | $296,589 | $124,425+138.4% | $112,040+164.7% | $137,256+116.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 17.12% | 24.72%-7.6pp | 24.52%-7.4pp | 220.34%-203.2pp |
| Employer contribution / active EE | $9,768 | $3,411+186.3% | $2,954+230.7% | $4,156+135.0% |
| Participant deferral / active EE | $17,877 | $5,718+212.6% | $5,098+250.7% | $6,407+179.0% |
| Admin fee / account holder | $4,051 | $15,207-73.4% | $12,098-66.5% | $12,270-67.0% |