Filed October 2, 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 | $423,848 | $89,515+373.5% | $103,065+311.2% | $80,959+423.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 80.6%+19.4pp | 67.7%+32.3pp |
| Annual return | 17.71% | 22.82%-5.1pp | 23.95%-6.2pp | 35.67%-18.0pp |
| Employer contribution / active EE | $3,394 | $4,015-15.5% | $4,675-27.4% | $2,757+23.1% |
| Participant deferral / active EE | $10,361 | $5,463+89.7% | $6,625+56.4% | $4,300+140.9% |
| Admin fee / account holder | $39,633 | $6,527+507.2% | $9,349+323.9% | $6,925+472.3% |