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 | $341,080 | $99,079+244.3% | $78,002+337.3% | $273,972+24.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 5.89% | 217.93%-212.0pp | 425.99%-420.1pp | 41.46%-35.6pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $21,264 | $4,306+393.8% | $3,497+508.1% | $5,287+302.2% |
| Admin fee / account holder | $28,795 | $8,954+221.6% | $5,481+425.4% | $10,133+184.2% |