Filed November 20, 2017
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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 | $251,325 | $51,638+386.7% | $68,368+267.6% | $82,448+204.8% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 20.87% | 37.53%-16.7pp | 292.57%-271.7pp | 41.64%-20.8pp |
| Employer contribution / active EE | $21,493 | $2,047+950.2% | $2,649+711.4% | $2,551+742.5% |
| Participant deferral / active EE | $13,687 | $2,914+369.8% | $4,123+232.0% | $4,139+230.7% |
| Admin fee / account holder | $4,165 | $4,643-10.3% | $5,150-19.1% | $7,234-42.4% |