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 | $251,220 | $185,830+35.2% | $170,004+47.8% | $139,427+80.2% |
| Participation rate | 85.7% | 87.8%-2.0pp | 87.0%-1.3pp | 80.3%+5.4pp |
| Annual return | 11.17% | 60.52%-49.3pp | 53.39%-42.2pp | 373.27%-362.1pp |
| Employer contribution / active EE | $6,085 | $7,591-19.8% | $6,786-10.3% | $4,752+28.1% |
| Participant deferral / active EE | $8,844 | $11,622-23.9% | $10,408-15.0% | $6,711+31.8% |
| Admin fee / account holder | $6,599 | $15,381-57.1% | $12,816-48.5% | $11,404-42.1% |