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 | $587,057 | $92,766+532.8% | $82,763+609.3% | $134,545+336.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.60% | 946.97%-964.6pp | 702.45%-720.0pp | 418.37%-436.0pp |
| Employer contribution / active EE | $18,722 | $3,273+472.0% | $3,008+522.4% | $4,742+294.9% |
| Participant deferral / active EE | $12,364 | $4,802+157.5% | $4,395+181.3% | $6,401+93.1% |
| Admin fee / account holder | $2,453 | $5,978-59.0% | $5,325-53.9% | $11,431-78.5% |