Filed April 28, 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 | $250,676 | $81,358+208.1% | $155,556+61.1% | $80,959+209.6% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 10.96% | 33.39%-22.4pp | 64.84%-53.9pp | 35.67%-24.7pp |
| Employer contribution / active EE | $8,955 | $3,106+188.3% | $4,675+91.5% | $2,757+224.8% |
| Participant deferral / active EE | $7,240 | $3,455+109.5% | $5,631+28.6% | $4,300+68.4% |
| Admin fee / account holder | $92,505 | $7,994+1057.2% | $15,885+482.3% | $6,925+1235.8% |