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 | $291,826 | $78,428+272.1% | $95,960+204.1% | $79,852+265.5% |
| Participation rate | 86.2% | 73.5%+12.7pp | 77.1%+9.1pp | 69.6%+16.6pp |
| Annual return | 13.26% | 19.37%-6.1pp | 91.63%-78.4pp | 31.72%-18.5pp |
| Employer contribution / active EE | $4,808 | $1,945+147.2% | $2,541+89.2% | $2,471+94.6% |
| Participant deferral / active EE | $9,644 | $3,440+180.3% | $4,167+131.4% | $3,740+157.8% |
| Admin fee / account holder | $3,403 | $5,622-39.5% | $6,797-49.9% | $5,306-35.9% |