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 | $286,468 | $77,901+267.7% | $149,717+91.3% | $75,181+281.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.01% | 31.73%-15.7pp | 134.41%-118.4pp | 160.69%-144.7pp |
| Employer contribution / active EE | $10,431 | $3,137+232.5% | $4,820+116.4% | $2,671+290.6% |
| Participant deferral / active EE | $7,514 | $3,411+120.3% | $5,682+32.3% | $4,126+82.1% |
| Admin fee / account holder | $18,833 | $5,949+216.6% | $13,213+42.5% | $5,650+233.3% |