Filed February 23, 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 | $270,861 | $138,386+95.7% | $184,260+47.0% | $80,935+234.7% |
| Participation rate | 92.9% | 83.9%+9.0pp | 86.8%+6.0pp | 67.7%+25.2pp |
| Annual return | 14.36% | 20.02%-5.7pp | 28.84%-14.5pp | 35.66%-21.3pp |
| Employer contribution / active EE | $11,801 | $4,851+143.3% | $6,427+83.6% | $2,757+328.1% |
| Participant deferral / active EE | $20,072 | $7,076+183.7% | $9,133+119.8% | $4,299+366.9% |
| Admin fee / account holder | $26,116 | $10,489+149.0% | $13,898+87.9% | $6,924+277.2% |