Filed February 5, 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 | $260,246 | $101,591+156.2% | $147,096+76.9% | $74,429+249.7% |
| Participation rate | 72.0% | 75.5%-3.5pp | 82.2%-10.2pp | 67.2%+4.8pp |
| Annual return | 14.34% | 8746.45%-8732.1pp | 419.75%-405.4pp | 1368.38%-1354.0pp |
| Employer contribution / active EE | $6,070 | $3,813+59.2% | $4,936+23.0% | $2,625+131.3% |
| Participant deferral / active EE | $11,298 | $7,302+54.7% | $8,071+40.0% | $4,348+159.8% |
| Admin fee / account holder | $18,120 | $1,750+935.4% | $13,005+39.3% | $1,944+832.0% |