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 | $609,226 | $185,883+227.7% | $170,043+258.3% | $139,466+336.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.44% | 60.54%-44.1pp | 53.40%-37.0pp | 373.66%-357.2pp |
| Employer contribution / active EE | $6,680 | $7,596-12.1% | $6,790-1.6% | $4,754+40.5% |
| Participant deferral / active EE | $15,625 | $11,626+34.4% | $10,410+50.1% | $6,712+132.8% |
| Admin fee / account holder | $6,250 | $15,393-59.4% | $12,824-51.3% | $11,409-45.2% |