Filed March 1, 2016
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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 | $332,473 | $209,428+58.8% | $178,498+86.3% | $158,950+109.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.21% | 188.78%-175.6pp | 151.09%-137.9pp | 302.91%-289.7pp |
| Employer contribution / active EE | $10,177 | $5,707+78.3% | $5,011+103.1% | $4,762+113.7% |
| Participant deferral / active EE | $6,308 | $5,955+5.9% | $5,202+21.3% | $5,983+5.4% |
| Admin fee / account holder | $8,226 | $17,077-51.8% | $13,985-41.2% | $11,248-26.9% |