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 | $107,809+182.9% | $97,032+214.4% | $155,188+96.6% |
| Participation rate | 93.8% | 75.5%+18.3pp | 71.6%+22.2pp | 80.8%+12.9pp |
| Annual return | 18.45% | 38.06%-19.6pp | 35.38%-16.9pp | 148.84%-130.4pp |
| Employer contribution / active EE | $17,372 | $2,911+496.8% | $2,629+560.8% | $4,248+309.0% |
| Participant deferral / active EE | $7,910 | $5,129+54.2% | $4,672+69.3% | $6,531+21.1% |
| Admin fee / account holder | $50,352 | $10,717+369.8% | $9,418+434.7% | $14,480+247.7% |