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 | $154,228+160.8% | $145,433+176.5% | $137,256+193.0% |
| Participation rate | 95.5% | 83.8%+11.7pp | 82.1%+13.3pp | 80.0%+15.5pp |
| Annual return | 16.19% | 74.59%-58.4pp | 66.58%-50.4pp | 220.34%-204.1pp |
| Employer contribution / active EE | $1,722 | $4,804-64.2% | $4,554-62.2% | $4,156-58.6% |
| Participant deferral / active EE | $13,211 | $8,216+60.8% | $7,897+67.3% | $6,407+106.2% |
| Admin fee / account holder | $18,620 | $14,344+29.8% | $13,129+41.8% | $12,270+51.7% |