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 | $88,672+574.7% | $105,223+468.6% | $82,448+625.6% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 28.27% | 30.86%-2.6pp | 180.65%-152.4pp | 41.64%-13.4pp |
| Employer contribution / active EE | $6,197 | $3,048+103.3% | $3,689+68.0% | $2,551+142.9% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,045 | $7,146-57.4% | $8,859-65.6% | $7,234-57.9% |