Filed June 1, 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 | $296,833 | $138,366+114.5% | $184,185+61.2% | $80,911+266.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 26.53% | 20.02%+6.5pp | 28.81%-2.3pp | 35.63%-9.1pp |
| Employer contribution / active EE | $66,918 | $4,849+1280.1% | $6,426+941.4% | $2,756+2328.3% |
| Participant deferral / active EE | $12,052 | $7,074+70.4% | $9,132+32.0% | $4,297+180.5% |
| Admin fee / account holder | $20,725 | $10,484+97.7% | $13,909+49.0% | $6,935+198.9% |