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 | $268,406 | $125,797+113.4% | $170,057+57.8% | $75,177+257.0% |
| Participation rate | 93.2% | 83.6%+9.6pp | 87.0%+6.2pp | 67.2%+26.0pp |
| Annual return | 24.25% | 27.20%-2.9pp | 53.42%-29.2pp | 160.75%-136.5pp |
| Employer contribution / active EE | $4,330 | $4,616-6.2% | $6,790-36.2% | $2,671+62.1% |
| Participant deferral / active EE | $13,046 | $6,838+90.8% | $10,411+25.3% | $4,126+216.2% |
| Admin fee / account holder | $2,188 | $8,177-73.2% | $12,826-82.9% | $5,651-61.3% |