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 | $470,425 | $111,301+322.7% | $112,977+316.4% | $158,966+195.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 14.73% | 26.40%-11.7pp | 24.24%-9.5pp | 302.95%-288.2pp |
| Employer contribution / active EE | $10,644 | $4,471+138.1% | $4,255+150.2% | $4,762+123.5% |
| Participant deferral / active EE | $10,644 | $5,880+81.0% | $5,836+82.4% | $5,983+77.9% |
| Admin fee / account holder | $47,587 | $8,392+467.1% | $6,294+656.1% | $11,250+323.0% |