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 | $125,758+113.4% | $170,004+57.9% | $75,173+257.1% |
| Participation rate | 93.2% | 83.6%+9.6pp | 87.0%+6.2pp | 67.2%+26.0pp |
| Annual return | 24.25% | 27.20%-2.9pp | 53.39%-29.1pp | 160.65%-136.4pp |
| Employer contribution / active EE | $4,330 | $4,615-6.2% | $6,786-36.2% | $2,670+62.1% |
| Participant deferral / active EE | $13,046 | $6,837+90.8% | $10,408+25.3% | $4,126+216.2% |
| Admin fee / account holder | $2,188 | $8,173-73.2% | $12,816-82.9% | $5,651-61.3% |