Filed December 17, 2014 (most recent of 2 filings on file)
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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 | $446,820 | $143,969+210.4% | $199,883+123.5% | $82,637+440.7% |
| Participation rate | 95.2% | 84.1%+11.1pp | 86.8%+8.5pp | 68.1%+27.2pp |
| Annual return | 21.53% | 25.67%-4.1pp | 43.81%-22.3pp | 53.51%-32.0pp |
| Employer contribution / active EE | $3,536 | $4,632-23.7% | $6,261-43.5% | $2,552+38.6% |
| Participant deferral / active EE | $13,790 | $6,937+98.8% | $9,138+50.9% | $4,126+234.2% |
| Admin fee / account holder | $15,283 | $14,597+4.7% | $17,268-11.5% | $7,339+108.3% |