Filed March 20, 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 | $2,247,152 | $72,071+3017.9% | $68,368+3186.9% | $137,256+1537.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.83% | 353.14%-337.3pp | 292.57%-276.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $29,943 | $2,788+974.0% | $2,649+1030.4% | $4,156+620.5% |
| Participant deferral / active EE | $10,333 | $4,410+134.3% | $4,123+150.6% | $6,407+61.3% |
| Admin fee / account holder | $41,707 | $5,336+681.7% | $5,150+709.9% | $12,270+239.9% |