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 | $694,949 | $109,872+532.5% | $98,483+605.7% | $167,536+314.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.81% | 1959.31%-1945.5pp | 1494.38%-1480.6pp | 478.82%-465.0pp |
| Employer contribution / active EE | $9,070 | $3,225+181.2% | $2,961+206.3% | $4,839+87.4% |
| Participant deferral / active EE | $14,932 | $4,673+219.5% | $4,276+249.2% | $6,342+135.4% |
| Admin fee / account holder | $1,401 | $6,757-79.3% | $5,953-76.5% | $12,315-88.6% |