Filed December 30, 2014
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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 | $1,132,683 | $102,429+1005.8% | $147,096+670.0% | $80,925+1299.7% |
| Participation rate | 96.7% | 75.9%+20.8pp | 82.2%+14.5pp | 67.7%+29.0pp |
| Annual return | 14.91% | 135.02%-120.1pp | 419.75%-404.8pp | 35.65%-20.7pp |
| Employer contribution / active EE | $26,902 | $3,716+624.0% | $4,936+445.0% | $2,756+876.0% |
| Participant deferral / active EE | $25,617 | $6,649+285.3% | $8,071+217.4% | $4,299+495.9% |
| Admin fee / account holder | $17,659 | $7,957+121.9% | $13,005+35.8% | $6,940+154.5% |