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 | $458,297 | $45,087+916.5% | $69,483+559.6% | $72,976+528.0% |
| Participation rate | 93.4% | 68.5%+25.0pp | 74.6%+18.8pp | 69.5%+24.0pp |
| Annual return | 5.97% | 22.67%-16.7pp | 28.99%-23.0pp | 81.02%-75.0pp |
| Employer contribution / active EE | $2,753 | $2,055+34.0% | $2,780-0.9% | $2,440+12.8% |
| Participant deferral / active EE | $3,799 | $2,603+45.9% | $3,537+7.4% | $3,608+5.3% |
| Admin fee / account holder | $48,320 | $3,057+1480.7% | $3,841+1158.0% | $5,124+843.0% |