Filed April 12, 2017 (most recent of 2 filings on file)
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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 | $329,137 | $69,518+373.5% | $59,887+449.6% | $135,379+143.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 12.89% | 7.95%+4.9pp | 3.46%+9.4pp | 519.79%-506.9pp |
| Employer contribution / active EE | $15,219 | $3,235+370.5% | $2,722+459.1% | $4,779+218.5% |
| Participant deferral / active EE | $13,863 | $4,204+229.7% | $3,402+307.5% | $5,609+147.2% |
| Admin fee / account holder | $554 | $5,734-90.3% | $3,591-84.6% | $10,828-94.9% |