Filed January 8, 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 | $280,361 | $102,429+173.7% | $147,096+90.6% | $80,925+246.4% |
| Participation rate | 92.9% | 75.9%+17.0pp | 82.2%+10.7pp | 67.7%+25.2pp |
| Annual return | 12.70% | 135.02%-122.3pp | 419.75%-407.1pp | 35.65%-23.0pp |
| Employer contribution / active EE | $5,940 | $3,716+59.9% | $4,936+20.3% | $2,756+115.5% |
| Participant deferral / active EE | $15,000 | $6,649+125.6% | $8,071+85.8% | $4,299+248.9% |
| Admin fee / account holder | $13,325 | $7,957+67.5% | $13,005+2.5% | $6,940+92.0% |