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 | $51,638+466.3% | $68,368+327.7% | $82,448+254.7% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 18.29% | 37.53%-19.2pp | 292.57%-274.3pp | 41.64%-23.3pp |
| Employer contribution / active EE | $16,145 | $2,047+688.9% | $2,649+509.5% | $2,551+532.9% |
| Participant deferral / active EE | $14,084 | $2,914+383.4% | $4,123+241.6% | $4,139+240.2% |
| Admin fee / account holder | $2,776 | $4,643-40.2% | $5,150-46.1% | $7,234-61.6% |