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 | $64,920+350.4% | $103,693+182.0% | $86,983+236.2% |
| Participation rate | 100.0% | 63.6%+36.4pp | 72.6%+27.4pp | 69.5%+30.5pp |
| Annual return | 18.29% | 30.29%-12.0pp | 47.61%-29.3pp | 25.83%-7.5pp |
| Employer contribution / active EE | $16,145 | $2,141+654.1% | $2,920+452.9% | $2,584+524.7% |
| Participant deferral / active EE | $14,084 | $3,241+334.5% | $4,579+207.6% | $4,194+235.8% |
| Admin fee / account holder | $2,776 | $6,191-55.2% | $7,858-64.7% | $7,856-64.7% |