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 | $708,801 | $105,866+569.5% | $90,766+680.9% | $134,545+426.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -12.14% | -10.99%-1.2pp | -12.16%0pp | 418.37%-430.5pp |
| Employer contribution / active EE | $18,455 | $3,464+432.8% | $2,922+531.6% | $4,742+289.2% |
| Participant deferral / active EE | $9,560 | $5,217+83.3% | $4,565+109.4% | $6,401+49.4% |
| Admin fee / account holder | $18,757 | $13,938+34.6% | $8,446+122.1% | $11,431+64.1% |