Filed April 18, 2016 (most recent of 4 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 | $1,158,571 | $92,684+1150.0% | $82,706+1300.8% | $134,509+761.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -6.39% | 945.84%-952.2pp | 701.76%-708.1pp | 418.13%-424.5pp |
| Employer contribution / active EE | $25,537 | $3,272+680.5% | $3,007+749.1% | $4,741+438.7% |
| Participant deferral / active EE | $35,091 | $4,800+631.1% | $4,394+698.7% | $6,400+448.3% |
| Admin fee / account holder | $68,557 | $5,982+1046.1% | $5,329+1186.6% | $11,427+500.0% |