Filed December 4, 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 | $278,065 | $106,749+160.5% | $145,433+91.2% | $82,448+237.3% |
| Participation rate | 93.1% | 75.6%+17.5pp | 82.1%+11.0pp | 68.1%+25.0pp |
| Annual return | 22.92% | 27.59%-4.7pp | 66.58%-43.7pp | 41.64%-18.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $11,492 | $6,519+76.3% | $7,897+45.5% | $4,139+177.6% |
| Admin fee / account holder | $41,617 | $8,390+396.0% | $13,129+217.0% | $7,234+475.3% |