Filed April 17, 2015
Total covered: 3 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 | $319,791 | $150,445+112.6% | $136,297+134.6% | $147,585+116.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.30% | 1049.14%-1031.8pp | 5156.16%-5138.9pp | 578.57%-561.3pp |
| Employer contribution / active EE | $8,265 | $5,256+57.2% | $4,696+76.0% | $4,876+69.5% |
| Participant deferral / active EE | $10,387 | $6,631+56.7% | $6,247+66.3% | $5,439+91.0% |
| Admin fee / account holder | $58,349 | $10,906+435.0% | $9,244+531.2% | $10,885+436.0% |