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 | $69,590+261.2% | $136,867+83.6% | $94,015+167.3% |
| Participation rate | 100.0% | 66.3%+33.7pp | 74.5%+25.5pp | 70.8%+29.2pp |
| Annual return | 20.87% | 19.62%+1.3pp | 42.97%-22.1pp | 17.84%+3.0pp |
| Employer contribution / active EE | $21,493 | $2,396+796.9% | $3,547+506.0% | $2,790+670.3% |
| Participant deferral / active EE | $13,687 | $3,437+298.3% | $4,924+178.0% | $4,249+222.1% |
| Admin fee / account holder | $4,165 | $8,912-53.3% | $10,340-59.7% | $8,951-53.5% |