Filed August 8, 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 | $254,357 | $146,267+73.9% | $197,124+29.0% | $82,448+208.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 17.97% | 29.61%-11.6pp | 44.34%-26.4pp | 41.64%-23.7pp |
| Employer contribution / active EE | $5,696 | $4,723+20.6% | $6,227-8.5% | $2,551+123.3% |
| Participant deferral / active EE | $12,378 | $7,035+76.0% | $9,135+35.5% | $4,139+199.0% |
| Admin fee / account holder | $12,986 | $14,422-10.0% | $16,298-20.3% | $7,234+79.5% |