Filed February 5, 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 | $362,794 | $208,088+74.3% | $186,193+94.8% | $154,746+134.4% |
| Participation rate | 94.7% | 80.0%+14.7pp | 77.1%+17.6pp | 80.7%+14.0pp |
| Annual return | 14.77% | 89.97%-75.2pp | 78.03%-63.3pp | 172.34%-157.6pp |
| Employer contribution / active EE | $14,464 | $4,340+233.3% | $3,918+269.2% | $4,379+230.3% |
| Participant deferral / active EE | $7,050 | $7,078-0.4% | $6,513+8.2% | $6,730+4.7% |
| Admin fee / account holder | $89,385 | $11,698+664.1% | $11,058+708.3% | $14,365+522.2% |