Filed March 25, 2016
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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 | $348,686 | $117,829+195.9% | $102,423+240.4% | $145,877+139.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.62% | 31.83%-16.2pp | 29.42%-13.8pp | 551.28%-535.7pp |
| Employer contribution / active EE | $3,123 | $3,615-13.6% | $3,023+3.3% | $4,663-33.0% |
| Participant deferral / active EE | $12,108 | $5,732+111.2% | $5,054+139.6% | $6,691+81.0% |
| Admin fee / account holder | $52,205 | $13,335+291.5% | $9,455+452.2% | $13,402+289.5% |