Filed May 16, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $256,298 | $88,815+188.6% | $81,882+213.0% | $145,897+75.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 19.43% | 1033.75%-1014.3pp | 779.47%-760.0pp | 552.29%-532.9pp |
| Employer contribution / active EE | $12,225 | $3,086+296.1% | $2,916+319.3% | $4,663+162.2% |
| Participant deferral / active EE | $17,967 | $4,647+286.6% | $4,323+315.6% | $6,689+168.6% |
| Admin fee / account holder | $34,171 | $8,434+305.1% | $7,360+364.3% | $13,390+155.2% |