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 | $734,996 | $198,462+270.3% | $170,439+331.2% | $147,585+398.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.73% | 257.30%-236.6pp | 205.94%-185.2pp | 578.58%-557.9pp |
| Employer contribution / active EE | $31,472 | $6,184+409.0% | $5,433+479.3% | $4,876+545.4% |
| Participant deferral / active EE | $17,380 | $5,629+208.7% | $4,939+251.9% | $5,439+219.6% |
| Admin fee / account holder | $106,493 | $16,852+531.9% | $13,881+667.2% | $10,886+878.3% |