Filed April 16, 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 | $400,276 | $160,070+150.1% | $147,117+172.1% | $145,897+174.4% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 14.70% | 98.69%-84.0pp | 420.54%-405.8pp | 552.29%-537.6pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,715 | $8,419-8.4% | $8,065-4.3% | $6,689+15.3% |
| Admin fee / account holder | $2,676 | $15,035-82.2% | $12,993-79.4% | $13,390-80.0% |