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 | $101,653+156.0% | $147,080+76.9% | $74,459+249.5% |
| Participation rate | 72.0% | 75.6%-3.6pp | 82.2%-10.2pp | 67.2%+4.8pp |
| Annual return | 14.34% | 8754.98%-8740.6pp | 420.17%-405.8pp | 1369.70%-1355.4pp |
| Employer contribution / active EE | $6,070 | $3,813+59.2% | $4,933+23.0% | $2,626+131.2% |
| Participant deferral / active EE | $11,298 | $7,304+54.7% | $8,066+40.1% | $4,350+159.8% |
| Admin fee / account holder | $18,120 | $1,752+934.5% | $12,989+39.5% | $1,945+831.7% |