Filed October 19, 2016 (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 | $932,705 | $201,344+363.2% | $184,243+406.2% | $145,877+539.4% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 12.79% | 29.01%-16.2pp | 28.82%-16.0pp | 551.28%-538.5pp |
| Employer contribution / active EE | $8,493 | $7,022+20.9% | $6,427+32.1% | $4,663+82.1% |
| Participant deferral / active EE | $18,588 | $9,807+89.5% | $9,132+103.5% | $6,691+177.8% |
| Admin fee / account holder | $6,088 | $16,382-62.8% | $13,914-56.2% | $13,402-54.6% |