Filed November 2, 2017
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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 | $268,900 | $77,164+248.5% | $178,014+51.1% | $80,874+232.5% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 17.85% | 18.09%-0.2pp | 294.80%-277.0pp | 35.62%-17.8pp |
| Employer contribution / active EE | $13,131 | $2,288+474.0% | $3,950+232.4% | $2,756+376.5% |
| Participant deferral / active EE | $0 | $4,408-100.0% | $6,276-100.0% | $4,297-100.0% |
| Admin fee / account holder | $6,814 | $7,164-4.9% | $10,362-34.2% | $6,935-1.7% |