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 | $322,784 | $157,296+105.2% | $141,191+128.6% | $152,897+111.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.67% | 64.34%-43.7pp | 71.41%-50.7pp | 345.43%-324.8pp |
| Employer contribution / active EE | $7,259 | $5,262+37.9% | $4,736+53.3% | $4,764+52.4% |
| Participant deferral / active EE | $10,246 | $7,111+44.1% | $6,710+52.7% | $5,851+75.1% |
| Admin fee / account holder | $61,128 | $12,125+404.2% | $10,264+495.5% | $11,599+427.0% |