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 | $389,298 | $81,457+377.9% | $103,378+276.6% | $80,911+381.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 11.53% | 25.58%-14.0pp | 24.91%-13.4pp | 35.63%-24.1pp |
| Employer contribution / active EE | $16,299 | $3,107+424.5% | $3,870+321.1% | $2,756+491.4% |
| Participant deferral / active EE | $11,634 | $3,871+200.6% | $5,058+130.0% | $4,297+170.7% |
| Admin fee / account holder | $35,680 | $6,717+431.2% | $8,401+324.7% | $6,935+414.5% |