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 | $138,393+114.5% | $184,256+61.1% | $80,959+266.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 26.53% | 20.01%+6.5pp | 28.85%-2.3pp | 35.67%-9.1pp |
| Employer contribution / active EE | $66,918 | $4,847+1280.5% | $6,427+941.2% | $2,757+2327.1% |
| Participant deferral / active EE | $12,052 | $7,076+70.3% | $9,133+32.0% | $4,300+180.3% |
| Admin fee / account holder | $20,725 | $10,489+97.6% | $13,899+49.1% | $6,925+199.3% |