Filed March 27, 2017 (most recent of 2 filings on file)
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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 | $294,237 | $81,870+259.4% | $119,634+145.9% | $68,490+329.6% |
| Participation rate | 97.4% | 71.9%+25.5pp | 79.3%+18.1pp | 67.9%+29.5pp |
| Annual return | -16.40% | -23.82%+7.4pp | -14.98%-1.4pp | -7.85%-8.6pp |
| Employer contribution / active EE | $5,490 | $2,692+104.0% | $4,232+29.7% | $2,597+111.4% |
| Participant deferral / active EE | $6,238 | $4,148+50.4% | $5,601+11.4% | $4,028+54.9% |
| Admin fee / account holder | $20,934 | $6,583+218.0% | $10,329+102.7% | $5,403+287.5% |