Filed September 30, 2015
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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 | $363,630 | $47,479+665.9% | $62,929+477.8% | $82,448+341.0% |
| Participation rate | 88.7% | 66.9%+21.8pp | 73.1%+15.6pp | 68.1%+20.6pp |
| Annual return | 17.23% | 20.34%-3.1pp | 1063.93%-1046.7pp | 41.64%-24.4pp |
| Employer contribution / active EE | $6,269 | $1,885+232.5% | $2,505+150.3% | $2,551+145.8% |
| Participant deferral / active EE | $16,387 | $2,870+470.9% | $3,888+321.5% | $4,139+295.9% |
| Admin fee / account holder | $1,487 | $3,804-60.9% | $5,065-70.6% | $7,234-79.4% |