Filed March 30, 2017 (most recent of 2 filings on file)
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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 | $296,260 | $171,867+72.4% | $149,721+97.9% | $147,586+100.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 10.31% | 2113.36%-2103.1pp | 1501.67%-1491.4pp | 578.59%-568.3pp |
| Employer contribution / active EE | $3,317 | $6,275-47.1% | $5,444-39.1% | $4,876-32.0% |
| Participant deferral / active EE | $3,923 | $7,270-46.0% | $6,568-40.3% | $5,439-27.9% |
| Admin fee / account holder | $5,525 | $13,799-60.0% | $11,282-51.0% | $10,886-49.2% |