Filed January 5, 2018 (most recent of 2 filings on file)
Total covered: 2 employees
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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 | $284,265 | $91,037+212.3% | $71,671+296.6% | $147,586+92.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 14.93% | 20.48%-5.5pp | 20.65%-5.7pp | 578.59%-563.7pp |
| Employer contribution / active EE | $7,292 | $3,327+119.1% | $2,460+196.4% | $4,876+49.5% |
| Participant deferral / active EE | $5,538 | $4,498+23.1% | $3,438+61.1% | $5,439+1.8% |
| Admin fee / account holder | $26,589 | $8,613+208.7% | $5,558+378.4% | $10,886+144.3% |