Filed May 4, 2016 (most recent of 10 filings on file)
Total covered: 9 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 | $322,906 | $181,062+78.3% | $158,223+104.1% | $155,188+108.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 17.79% | 57.39%-39.6pp | 52.09%-34.3pp | 148.84%-131.0pp |
| Employer contribution / active EE | $27,353 | $4,565+499.2% | $4,109+565.7% | $4,248+543.9% |
| Participant deferral / active EE | $16,462 | $6,134+168.4% | $5,467+201.1% | $6,531+152.1% |
| Admin fee / account holder | $986 | $18,825-94.8% | $16,047-93.9% | $14,480-93.2% |