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 | $264,697 | $98,776+168.0% | $149,745+76.8% | $79,856+231.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 21.44% | 27.38%-5.9pp | 276.72%-255.3pp | 31.71%-10.3pp |
| Employer contribution / active EE | $16,126 | $3,217+401.2% | $4,646+247.1% | $2,471+552.6% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $7,096 | $6,053+17.2% | $9,312-23.8% | $5,306+33.7% |