Filed September 20, 2016
Total covered: 3 employees
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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 | $718,351 | $92,798+674.1% | $96,707+642.8% | $137,256+423.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 14.79% | 31.24%-16.5pp | 34.78%-20.0pp | 220.34%-205.6pp |
| Employer contribution / active EE | $15,001 | $4,147+261.7% | $4,191+257.9% | $4,156+260.9% |
| Participant deferral / active EE | $16,396 | $5,877+179.0% | $5,997+173.4% | $6,407+155.9% |
| Admin fee / account holder | $19,906 | $7,946+150.5% | $7,503+165.3% | $12,270+62.2% |