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 | $145,431+74.9% | $211,142+20.5% | $87,485+190.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 17.97% | 27.21%-9.2pp | 46.84%-28.9pp | 26.06%-8.1pp |
| Employer contribution / active EE | $5,696 | $4,662+22.2% | $6,442-11.6% | $2,596+119.4% |
| Participant deferral / active EE | $12,378 | $6,859+80.5% | $9,284+33.3% | $4,274+189.6% |
| Admin fee / account holder | $12,986 | $17,052-23.8% | $19,076-31.9% | $7,775+67.0% |