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 | $102,422+1005.9% | $147,117+669.9% | $80,959+1299.1% |
| Participation rate | 96.7% | 75.9%+20.8pp | 82.2%+14.5pp | 67.7%+29.0pp |
| Annual return | 14.91% | 135.16%-120.2pp | 420.54%-405.6pp | 35.67%-20.8pp |
| Employer contribution / active EE | $26,902 | $3,717+623.7% | $4,932+445.4% | $2,757+875.7% |
| Participant deferral / active EE | $25,617 | $6,652+285.1% | $8,065+217.7% | $4,300+495.7% |
| Admin fee / account holder | $17,659 | $7,953+122.0% | $12,993+35.9% | $6,925+155.0% |