Filed October 19, 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 | $251,874 | $77,472+225.1% | $100,415+150.8% | $80,959+211.1% |
| Participation rate | 98.2% | 76.9%+21.2pp | 81.5%+16.7pp | 67.7%+30.5pp |
| Annual return | 15.91% | 37.26%-21.3pp | 49.47%-33.6pp | 35.67%-19.8pp |
| Employer contribution / active EE | $6,814 | $2,800+143.3% | $3,943+72.8% | $2,757+147.1% |
| Participant deferral / active EE | $15,931 | $6,818+133.7% | $8,091+96.9% | $4,300+270.5% |
| Admin fee / account holder | $16,613 | $5,885+182.3% | $7,906+110.1% | $6,925+139.9% |