Filed June 28, 2016
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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 | $286,469 | $83,908+241.4% | $68,509+318.1% | $125,389+128.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -0.44% | 14.48%-14.9pp | 8.27%-8.7pp | 282.24%-282.7pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $2,278-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $17,808 | $4,125+331.7% | $3,382+426.5% | $5,352+232.8% |
| Admin fee / account holder | $7,068 | $8,982-21.3% | $5,275+34.0% | $9,541-25.9% |