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 | $61,125+311.2% | $94,057+167.2% | $87,485+187.3% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 20.87% | 35.20%-14.3pp | 480.62%-459.8pp | 26.06%-5.2pp |
| Employer contribution / active EE | $21,493 | $2,136+906.0% | $2,933+632.8% | $2,596+727.9% |
| Participant deferral / active EE | $13,687 | $3,260+319.8% | $4,709+190.6% | $4,274+220.3% |
| Admin fee / account holder | $4,165 | $5,629-26.0% | $7,244-42.5% | $7,775-46.4% |