Filed May 26, 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 | $312,300 | $83,073+275.9% | $88,457+253.1% | $87,485+257.0% |
| Participation rate | 100.0% | 71.3%+28.7pp | 78.6%+21.4pp | 68.9%+31.1pp |
| Annual return | 17.10% | 15.48%+1.6pp | 32.69%-15.6pp | 26.06%-9.0pp |
| Employer contribution / active EE | $18,678 | $4,044+361.8% | $4,681+299.0% | $2,596+619.4% |
| Participant deferral / active EE | $12,884 | $4,389+193.6% | $5,667+127.3% | $4,274+201.5% |
| Admin fee / account holder | $6,027 | $7,192-16.2% | $9,606-37.3% | $7,775-22.5% |