Filed September 9, 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 | $342,728 | $58,311+487.8% | $81,882+318.6% | $80,959+323.3% |
| Participation rate | 90.5% | 63.5%+27.0pp | 72.4%+18.1pp | 67.7%+22.8pp |
| Annual return | 20.01% | 41.85%-21.8pp | 779.47%-759.5pp | 35.67%-15.7pp |
| Employer contribution / active EE | $6,955 | $2,347+196.4% | $2,916+138.5% | $2,757+152.3% |
| Participant deferral / active EE | $16,465 | $3,287+400.9% | $4,323+280.8% | $4,300+282.9% |
| Admin fee / account holder | $19,764 | $4,752+315.9% | $7,360+168.5% | $6,925+185.4% |