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 | $387,858 | $91,537+323.7% | $130,045+198.3% | $75,173+416.0% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 17.37% | -631.55%+648.9pp | -137.30%+154.7pp | 160.72%-143.3pp |
| Employer contribution / active EE | $5,807 | $2,845+104.1% | $4,321+34.4% | $2,671+117.4% |
| Participant deferral / active EE | $7,248 | $4,343+66.9% | $5,820+24.5% | $4,126+75.6% |
| Admin fee / account holder | $13,198 | $6,780+94.7% | $10,600+24.5% | $5,651+133.6% |