Filed May 1, 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 | $288,697 | $88,672+225.6% | $105,223+174.4% | $82,448+250.2% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 13.71% | 30.86%-17.1pp | 180.65%-166.9pp | 41.64%-27.9pp |
| Employer contribution / active EE | $8,646 | $3,048+183.7% | $3,689+134.4% | $2,551+238.9% |
| Participant deferral / active EE | $9,299 | $4,036+130.4% | $5,072+83.4% | $4,139+124.7% |
| Admin fee / account holder | $9,162 | $7,146+28.2% | $8,859+3.4% | $7,234+26.6% |