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 | $357,078 | $96,965+268.3% | $97,995+264.4% | $147,586+141.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 16.78% | 24.11%-7.3pp | 23.94%-7.2pp | 578.59%-561.8pp |
| Employer contribution / active EE | $22,885 | $4,536+404.5% | $4,158+450.3% | $4,876+369.3% |
| Participant deferral / active EE | $14,180 | $5,081+179.1% | $5,097+178.2% | $5,439+160.7% |
| Admin fee / account holder | $27,264 | $8,120+235.8% | $5,943+358.7% | $10,886+150.5% |