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 | $349,808 | $160,070+118.5% | $147,117+137.8% | $145,897+139.8% |
| Participation rate | 95.5% | 84.0%+11.4pp | 82.2%+13.3pp | 80.3%+15.1pp |
| Annual return | 10.82% | 98.69%-87.9pp | 420.54%-409.7pp | 552.29%-541.5pp |
| Employer contribution / active EE | $2,294 | $5,285-56.6% | $4,932-53.5% | $4,663-50.8% |
| Participant deferral / active EE | $13,085 | $8,419+55.4% | $8,065+62.3% | $6,689+95.6% |
| Admin fee / account holder | $12,334 | $15,035-18.0% | $12,993-5.1% | $13,390-7.9% |