Filed February 19, 2016
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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 | $296,461 | $100,911+193.8% | $90,440+227.8% | $158,966+86.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.34% | 1726.62%-1709.3pp | 1294.38%-1277.0pp | 302.95%-285.6pp |
| Employer contribution / active EE | $10,575 | $3,690+186.6% | $3,263+224.1% | $4,762+122.1% |
| Participant deferral / active EE | $7,798 | $4,348+79.3% | $3,964+96.8% | $5,983+30.3% |
| Admin fee / account holder | $486 | $6,507-92.5% | $5,615-91.3% | $11,250-95.7% |