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 | $275,291 | $138,078+99.4% | $125,363+119.6% | $134,509+104.7% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -19.38% | 750.49%-769.9pp | 572.15%-591.5pp | 418.13%-437.5pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $9,875 | $7,800+26.6% | $7,447+32.6% | $6,400+54.3% |
| Admin fee / account holder | $7,160 | $11,566-38.1% | $10,005-28.4% | $11,427-37.3% |