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 | $306,101 | $90,590+237.9% | $90,782+237.2% | $135,380+126.1% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -6.68% | -3.40%-3.3pp | -3.42%-3.3pp | 519.81%-526.5pp |
| Employer contribution / active EE | $3,015 | $4,352-30.7% | $4,105-26.5% | $4,779-36.9% |
| Participant deferral / active EE | $11,836 | $5,407+118.9% | $5,366+120.6% | $5,609+111.0% |
| Admin fee / account holder | $837 | $7,683-89.1% | $5,908-85.8% | $10,828-92.3% |