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 | $281,189 | $70,684+297.8% | $169,390+66.0% | $75,173+274.1% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.2%+22.8pp | 67.2%+32.8pp |
| Annual return | 18.80% | 36.38%-17.6pp | 406.07%-387.3pp | 160.72%-141.9pp |
| Employer contribution / active EE | $14,515 | $2,211+556.5% | $4,013+261.8% | $2,671+443.5% |
| Participant deferral / active EE | $0 | $4,310-100.0% | $6,222-100.0% | $4,126-100.0% |
| Admin fee / account holder | $6,147 | $5,404+13.7% | $9,015-31.8% | $5,651+8.8% |