Filed August 22, 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 | $312,730 | $123,793+152.6% | $177,848+75.8% | $79,856+291.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 14.06% | 22.82%-8.8pp | 48.33%-34.3pp | 31.71%-17.7pp |
| Employer contribution / active EE | $2,878 | $4,095-29.7% | $5,919-51.4% | $2,471+16.5% |
| Participant deferral / active EE | $6,348 | $5,956+6.6% | $7,714-17.7% | $3,741+69.7% |
| Admin fee / account holder | $12,010 | $7,243+65.8% | $12,431-3.4% | $5,306+126.3% |