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 | $93,345+540.9% | $119,126+402.2% | $87,485+583.9% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 28.27% | 19.08%+9.2pp | 282.11%-253.8pp | 26.06%+2.2pp |
| Employer contribution / active EE | $6,197 | $3,172+95.4% | $4,034+53.6% | $2,596+138.7% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $3,045 | $8,039-62.1% | $10,693-71.5% | $7,775-60.8% |