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 | $314,968 | $48,337+551.6% | $67,560+366.2% | $80,959+289.0% |
| Participation rate | 97.9% | 66.4%+31.4pp | 72.9%+24.9pp | 67.7%+30.2pp |
| Annual return | 15.28% | 18.26%-3.0pp | 3533.50%-3518.2pp | 35.67%-20.4pp |
| Employer contribution / active EE | $7,292 | $2,023+260.5% | $2,737+166.5% | $2,757+164.5% |
| Participant deferral / active EE | $17,599 | $2,928+501.0% | $4,004+339.5% | $4,300+309.3% |
| Admin fee / account holder | $9,947 | $3,695+169.2% | $3,994+149.0% | $6,925+43.6% |