Filed December 12, 2016 (most recent of 2 filings on file)
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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 | $258,655 | $107,733+140.1% | $92,985+178.2% | $154,746+67.1% |
| Participation rate | 87.5% | 74.6%+12.9pp | 69.5%+18.0pp | 80.7%+6.8pp |
| Annual return | 13.97% | 30.39%-16.4pp | 27.99%-14.0pp | 172.34%-158.4pp |
| Employer contribution / active EE | $6,597 | $3,126+111.0% | $2,662+147.8% | $4,379+50.6% |
| Participant deferral / active EE | $17,143 | $5,053+239.3% | $4,377+291.7% | $6,730+154.7% |
| Admin fee / account holder | $3,288 | $11,369-71.1% | $9,463-65.3% | $14,365-77.1% |