Filed January 12, 2016
Total covered: 12 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 | $343,701 | $73,978+364.6% | $96,515+256.1% | $75,173+357.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 13.92% | 26.72%-12.8pp | 35.73%-21.8pp | 160.72%-146.8pp |
| Employer contribution / active EE | $14,265 | $2,931+386.7% | $3,740+281.5% | $2,671+434.1% |
| Participant deferral / active EE | $12,781 | $3,660+249.2% | $4,880+161.9% | $4,126+209.8% |
| Admin fee / account holder | $11,133 | $5,219+113.3% | $6,735+65.3% | $5,651+97.0% |