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 | $293,187 | $138,078+112.3% | $125,363+133.9% | $134,509+118.0% |
| Participation rate | 95.5% | 84.5%+11.0pp | 82.4%+13.1pp | 81.2%+14.2pp |
| Annual return | -15.25% | 750.49%-765.7pp | 572.15%-587.4pp | 418.13%-433.4pp |
| Employer contribution / active EE | $2,251 | $5,245-57.1% | $4,815-53.2% | $4,741-52.5% |
| Participant deferral / active EE | $13,684 | $7,800+75.4% | $7,447+83.8% | $6,400+113.8% |
| Admin fee / account holder | $3,264 | $11,566-71.8% | $10,005-67.4% | $11,427-71.4% |