Filed April 27, 2017
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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 | $295,812 | $88,778+233.2% | $81,844+261.4% | $145,884+102.8% |
| Participation rate | 76.9% | 75.1%+1.9pp | 72.4%+4.5pp | 80.3%-3.4pp |
| Annual return | 19.26% | 1033.03%-1013.8pp | 778.87%-759.6pp | 551.85%-532.6pp |
| Employer contribution / active EE | $5,739 | $3,087+85.9% | $2,916+96.8% | $4,662+23.1% |
| Participant deferral / active EE | $10,464 | $4,648+125.1% | $4,323+142.0% | $6,690+56.4% |
| Admin fee / account holder | $53,584 | $8,430+535.6% | $7,355+628.5% | $13,392+300.1% |