Filed February 2, 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 | $335,063 | $108,825+207.9% | $156,181+114.5% | $82,448+306.4% |
| Participation rate | 97.1% | 72.4%+24.7pp | 78.8%+18.2pp | 68.1%+29.0pp |
| Annual return | 17.34% | 20.59%-3.3pp | 64.87%-47.5pp | 41.64%-24.3pp |
| Employer contribution / active EE | $13,099 | $2,870+356.5% | $4,294+205.1% | $2,551+413.5% |
| Participant deferral / active EE | $18,928 | $4,577+313.5% | $6,132+208.7% | $4,139+357.3% |
| Admin fee / account holder | $31,299 | $9,341+235.1% | $14,586+114.6% | $7,234+332.6% |