Filed October 9, 2017 (most recent of 4 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 | $277,276 | $88,778+212.3% | $81,844+238.8% | $145,884+90.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.63% | 1033.03%-1018.4pp | 778.87%-764.2pp | 551.85%-537.2pp |
| Employer contribution / active EE | $13,920 | $3,087+350.9% | $2,916+377.3% | $4,662+198.6% |
| Participant deferral / active EE | $20,821 | $4,648+347.9% | $4,323+381.6% | $6,690+211.2% |
| Admin fee / account holder | $8,160 | $8,430-3.2% | $7,355+10.9% | $13,392-39.1% |