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 | $185,905+35.1% | $170,057+47.7% | $139,487+80.1% |
| Participation rate | 85.7% | 87.8%-2.0pp | 87.0%-1.3pp | 80.3%+5.4pp |
| Annual return | 11.17% | 60.56%-49.4pp | 53.42%-42.2pp | 373.84%-362.7pp |
| Employer contribution / active EE | $6,085 | $7,597-19.9% | $6,790-10.4% | $4,755+28.0% |
| Participant deferral / active EE | $8,844 | $11,627-23.9% | $10,411-15.0% | $6,713+31.8% |
| Admin fee / account holder | $6,599 | $15,397-57.1% | $12,826-48.6% | $11,407-42.2% |