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 | $48,327+551.7% | $67,575+366.1% | $80,935+289.2% |
| Participation rate | 97.9% | 66.4%+31.5pp | 72.9%+25.0pp | 67.7%+30.2pp |
| Annual return | 15.28% | 18.31%-3.0pp | 3528.98%-3513.7pp | 35.66%-20.4pp |
| Employer contribution / active EE | $7,292 | $2,022+260.6% | $2,736+166.6% | $2,757+164.5% |
| Participant deferral / active EE | $17,599 | $2,927+501.2% | $4,003+339.6% | $4,299+309.3% |
| Admin fee / account holder | $9,947 | $3,692+169.4% | $3,993+149.1% | $6,924+43.6% |