Filed June 17, 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 | $305,044 | $99,053+208.0% | $88,179+245.9% | $138,895+119.6% |
| Participation rate | 93.8% | 74.2%+19.5pp | 69.1%+24.6pp | 79.9%+13.8pp |
| Annual return | 18.45% | 78.17%-59.7pp | 64.97%-46.5pp | 145.39%-126.9pp |
| Employer contribution / active EE | $17,372 | $2,882+502.8% | $2,549+581.4% | $4,194+314.2% |
| Participant deferral / active EE | $7,910 | $5,225+51.4% | $4,614+71.4% | $6,396+23.7% |
| Admin fee / account holder | $50,352 | $8,748+475.6% | $7,673+556.2% | $12,562+300.8% |