Filed December 19, 2016
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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 | $313,079 | $84,953+268.5% | $163,379+91.6% | $82,637+278.9% |
| Participation rate | 98.3% | 65.9%+32.3pp | 76.8%+21.5pp | 68.1%+30.2pp |
| Annual return | 16.29% | 23.07%-6.8pp | 63.41%-47.1pp | 53.51%-37.2pp |
| Employer contribution / active EE | $816 | $2,183-62.6% | $3,752-78.2% | $2,552-68.0% |
| Participant deferral / active EE | $26,723 | $4,326+517.7% | $6,282+325.4% | $4,126+547.7% |
| Admin fee / account holder | $21,421 | $7,921+170.4% | $9,818+118.2% | $7,339+191.9% |