Filed November 24, 2015
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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 | $307,035 | $201,372+52.5% | $184,260+66.6% | $145,884+110.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.11% | 29.04%-18.9pp | 28.84%-18.7pp | 551.85%-541.7pp |
| Employer contribution / active EE | $13,677 | $7,024+94.7% | $6,427+112.8% | $4,662+193.3% |
| Participant deferral / active EE | $9,309 | $9,808-5.1% | $9,133+1.9% | $6,690+39.2% |
| Admin fee / account holder | $56,424 | $16,362+244.8% | $13,898+306.0% | $13,392+321.3% |