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 | $251,889 | $138,075+82.4% | $123,552+103.9% | $135,379+86.1% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | 3.20% | 153.70%-150.5pp | 119.20%-116.0pp | 519.79%-516.6pp |
| Employer contribution / active EE | $2,131 | $5,152-58.6% | $4,628-54.0% | $4,779-55.4% |
| Participant deferral / active EE | $10,733 | $6,800+57.9% | $6,426+67.0% | $5,609+91.4% |
| Admin fee / account holder | $36,680 | $10,917+236.0% | $9,285+295.1% | $10,828+238.8% |