Filed May 10, 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 | $598,266 | $105,284+468.2% | $150,734+296.9% | $94,015+536.4% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.4%+21.6pp | 70.8%+29.2pp |
| Annual return | 28.27% | 15.67%+12.6pp | 600.81%-572.5pp | 17.84%+10.4pp |
| Employer contribution / active EE | $6,197 | $3,599+72.2% | $4,918+26.0% | $2,790+122.1% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,610-100.0% | $4,249-100.0% |
| Admin fee / account holder | $3,045 | $9,839-69.0% | $14,905-79.6% | $8,951-66.0% |