Filed December 23, 2016 (most recent of 2 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 | $389,719 | $154,228+152.7% | $145,433+168.0% | $137,256+183.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.97% | 74.59%-60.6pp | 66.58%-52.6pp | 220.34%-206.4pp |
| Employer contribution / active EE | $34,604 | $4,804+620.3% | $4,554+659.8% | $4,156+732.6% |
| Participant deferral / active EE | $22,096 | $8,216+168.9% | $7,897+179.8% | $6,407+244.9% |
| Admin fee / account holder | $12,177 | $14,344-15.1% | $13,129-7.2% | $12,270-0.8% |