Filed August 9, 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 | $292,413 | $61,125+378.4% | $94,057+210.9% | $87,485+234.2% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 18.29% | 35.20%-16.9pp | 480.62%-462.3pp | 26.06%-7.8pp |
| Employer contribution / active EE | $16,145 | $2,136+655.7% | $2,933+450.5% | $2,596+521.9% |
| Participant deferral / active EE | $14,084 | $3,260+332.0% | $4,709+199.1% | $4,274+229.6% |
| Admin fee / account holder | $2,776 | $5,629-50.7% | $7,244-61.7% | $7,775-64.3% |