Filed December 19, 2017
Total covered: 54 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 | $560,154 | $123,793+352.5% | $177,848+215.0% | $79,856+601.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 18.79% | 22.82%-4.0pp | 48.33%-29.5pp | 31.71%-12.9pp |
| Employer contribution / active EE | $11,159 | $4,095+172.5% | $5,919+88.5% | $2,471+351.5% |
| Participant deferral / active EE | $6,338 | $5,956+6.4% | $7,714-17.8% | $3,741+69.5% |
| Admin fee / account holder | $48,632 | $7,243+571.5% | $12,431+291.2% | $5,306+816.5% |