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 | $106,864+160.2% | $147,318+88.8% | $82,637+236.5% |
| Participation rate | 93.1% | 75.5%+17.6pp | 82.1%+11.0pp | 68.1%+25.0pp |
| Annual return | 22.92% | 27.49%-4.6pp | 70.43%-47.5pp | 53.51%-30.6pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $11,492 | $6,496+76.9% | $7,906+45.4% | $4,126+178.5% |
| Admin fee / account holder | $41,617 | $8,415+394.6% | $13,708+203.6% | $7,339+467.1% |