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 | $261,571 | $46,534+462.1% | $64,097+308.1% | $75,177+247.9% |
| Participation rate | 93.9% | 65.9%+27.9pp | 72.3%+21.6pp | 67.2%+26.7pp |
| Annual return | 19.18% | 26.07%-6.9pp | 33.75%-14.6pp | 160.75%-141.6pp |
| Employer contribution / active EE | $6,150 | $1,976+211.3% | $2,750+123.6% | $2,671+130.2% |
| Participant deferral / active EE | $15,200 | $2,835+436.2% | $3,881+291.6% | $4,126+268.4% |
| Admin fee / account holder | $3,307 | $2,957+11.8% | $3,070+7.7% | $5,651-41.5% |