Filed September 28, 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 | $533,298 | $45,050+1083.8% | $63,018+746.3% | $70,126+660.5% |
| Participation rate | 89.3% | 69.5%+19.8pp | 74.8%+14.5pp | 69.5%+19.7pp |
| Annual return | 12.58% | 18.76%-6.2pp | 87.62%-75.0pp | 73.15%-60.6pp |
| Employer contribution / active EE | $1,388 | $2,052-32.4% | $2,761-49.7% | $2,343-40.8% |
| Participant deferral / active EE | $3,623 | $2,466+46.9% | $3,330+8.8% | $3,332+8.7% |
| Admin fee / account holder | $34,818 | $2,834+1128.6% | $3,601+867.0% | $4,645+649.5% |