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 | $437,916 | $53,841+713.3% | $75,731+478.3% | $85,851+410.1% |
| Participation rate | 100.0% | 69.0%+31.0pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 21.26% | 24.54%-3.3pp | 104.65%-83.4pp | 318.63%-297.4pp |
| Employer contribution / active EE | $2,963 | $2,017+46.9% | $2,743+8.0% | $2,565+15.5% |
| Participant deferral / active EE | $3,876 | $2,895+33.9% | $3,820+1.5% | $3,952-1.9% |
| Admin fee / account holder | $35,860 | $3,340+973.5% | $3,620+890.6% | $6,261+472.8% |