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 | $282,194 | $89,367+215.8% | $141,191+99.9% | $72,975+286.7% |
| Participation rate | 88.9% | 75.1%+13.8pp | 82.5%+6.4pp | 69.5%+19.4pp |
| Annual return | 25.47% | 111.87%-86.4pp | 71.41%-45.9pp | 81.01%-55.5pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $9,245 | $5,419+70.6% | $6,710+37.8% | $3,608+156.3% |
| Admin fee / account holder | $29,931 | $5,957+402.5% | $10,264+191.6% | $5,124+484.1% |