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 | $496,253 | $43,333+1045.2% | $59,883+728.7% | $64,186+673.1% |
| Participation rate | 90.5% | 69.2%+21.3pp | 74.7%+15.8pp | 69.6%+20.9pp |
| Annual return | 9.03% | -1.55%+10.6pp | 3.46%+5.6pp | 7.63%+1.4pp |
| Employer contribution / active EE | $5,976 | $2,029+194.5% | $2,722+119.5% | $2,381+151.0% |
| Participant deferral / active EE | $3,263 | $2,547+28.1% | $3,402-4.1% | $3,470-6.0% |
| Admin fee / account holder | $55,149 | $3,006+1734.6% | $3,591+1435.9% | $4,888+1028.2% |