Filed December 29, 2016
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 | $1,069,856 | $125,190+754.6% | $105,624+912.9% | $145,897+633.3% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.61% | 225.22%-213.6pp | 116.20%-104.6pp | 552.29%-540.7pp |
| Employer contribution / active EE | $24,849 | $3,720+567.9% | $3,168+684.5% | $4,663+432.9% |
| Participant deferral / active EE | $15,675 | $5,716+174.2% | $5,013+212.7% | $6,689+134.3% |
| Admin fee / account holder | $25,416 | $17,138+48.3% | $10,961+131.9% | $13,390+89.8% |