Filed December 8, 2014 (most recent of 2 filings on file)
Total covered: 2 employees
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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 | $495,848 | $103,038+381.2% | $90,324+449.0% | $152,909+224.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 22.45% | 95.25%-72.8pp | 78.15%-55.7pp | 345.46%-323.0pp |
| Employer contribution / active EE | $9,135 | $3,141+190.8% | $2,856+219.9% | $4,764+91.7% |
| Participant deferral / active EE | $19,667 | $4,282+359.3% | $3,885+406.2% | $5,851+236.1% |
| Admin fee / account holder | $959 | $6,177-84.5% | $5,356-82.1% | $11,601-91.7% |