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 | $409,665 | $73,978+453.8% | $96,515+324.5% | $75,173+445.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 39.13% | 26.72%+12.4pp | 35.73%+3.4pp | 160.72%-121.6pp |
| Employer contribution / active EE | $3,607 | $2,931+23.1% | $3,740-3.5% | $2,671+35.0% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $327 | $5,219-93.7% | $6,735-95.1% | $5,651-94.2% |