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 | $733,662 | $89,367+721.0% | $141,191+419.6% | $72,975+905.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.08% | 111.87%-89.8pp | 71.41%-49.3pp | 81.01%-58.9pp |
| Employer contribution / active EE | $24,221 | $3,115+677.6% | $4,736+411.4% | $2,440+892.6% |
| Participant deferral / active EE | $20,481 | $5,419+278.0% | $6,710+205.2% | $3,608+467.7% |
| Admin fee / account holder | $51,859 | $5,957+770.6% | $10,264+405.3% | $5,124+912.1% |