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 | $258,009 | $81,476+216.7% | $102,383+152.0% | $80,925+218.8% |
| Participation rate | 98.5% | 66.8%+31.6pp | 74.5%+24.0pp | 67.7%+30.8pp |
| Annual return | 27.17% | 25.59%+1.6pp | 24.94%+2.2pp | 35.65%-8.5pp |
| Employer contribution / active EE | $6,029 | $3,105+94.2% | $3,870+55.8% | $2,756+118.8% |
| Participant deferral / active EE | $9,937 | $3,871+156.7% | $5,060+96.4% | $4,299+131.2% |
| Admin fee / account holder | $38,987 | $6,717+480.4% | $8,391+364.6% | $6,940+461.8% |