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 | $473,598 | $162,136+192.1% | $152,301+211.0% | $154,746+206.0% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 15.56% | 91.02%-75.5pp | 80.50%-64.9pp | 172.34%-156.8pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,452 | $8,341+13.3% | $8,004+18.1% | $6,730+40.4% |
| Admin fee / account holder | $2,963 | $15,759-81.2% | $14,398-79.4% | $14,365-79.4% |