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 | $450,076 | $88,702+407.4% | $81,780+450.3% | $145,978+208.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.36% | 1029.12%-1012.8pp | 776.27%-759.9pp | 550.52%-534.2pp |
| Employer contribution / active EE | $9,818 | $3,084+218.3% | $2,914+236.9% | $4,662+110.6% |
| Participant deferral / active EE | $10,805 | $4,645+132.6% | $4,321+150.1% | $6,690+61.5% |
| Admin fee / account holder | $3,869 | $8,414-54.0% | $7,384-47.6% | $13,400-71.1% |