Filed December 22, 2017
Total covered: 2 employees
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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 | $402,186 | $162,136+148.1% | $152,301+164.1% | $154,746+159.9% |
| Participation rate | 95.5% | 84.1%+11.3pp | 82.4%+13.0pp | 80.7%+14.8pp |
| Annual return | 16.19% | 91.02%-74.8pp | 80.50%-64.3pp | 172.34%-156.1pp |
| Employer contribution / active EE | $1,722 | $4,890-64.8% | $4,624-62.8% | $4,379-60.7% |
| Participant deferral / active EE | $13,211 | $8,341+58.4% | $8,004+65.1% | $6,730+96.3% |
| Admin fee / account holder | $18,620 | $15,759+18.2% | $14,398+29.3% | $14,365+29.6% |