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 | $373,759 | $104,694+257.0% | $85,709+336.1% | $167,536+123.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 13.30% | 21.45%-8.1pp | 21.49%-8.2pp | 478.82%-465.5pp |
| Employer contribution / active EE | $14,615 | $3,337+337.9% | $2,619+458.1% | $4,839+202.0% |
| Participant deferral / active EE | $13,556 | $4,826+180.9% | $3,924+245.5% | $6,342+113.7% |
| Admin fee / account holder | $9,131 | $10,035-9.0% | $6,876+32.8% | $12,315-25.9% |