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 | $327,556 | $102,638+219.1% | $81,982+299.5% | $158,982+106.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 14.46% | 61.05%-46.6pp | 41.31%-26.9pp | 302.99%-288.5pp |
| Employer contribution / active EE | $8,409 | $3,241+159.5% | $2,498+236.6% | $4,763+76.6% |
| Participant deferral / active EE | $7,424 | $4,649+59.7% | $3,722+99.4% | $5,983+24.1% |
| Admin fee / account holder | $5,760 | $8,237-30.1% | $5,665+1.7% | $11,252-48.8% |