Filed February 23, 2015 (most recent of 2 filings on file)
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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 | $565,861 | $81,487+594.4% | $102,412+452.5% | $80,935+599.2% |
| Participation rate | 78.8% | 66.8%+11.9pp | 74.5%+4.3pp | 67.7%+11.1pp |
| Annual return | 17.04% | 25.60%-8.6pp | 24.94%-7.9pp | 35.66%-18.6pp |
| Employer contribution / active EE | $8,711 | $3,103+180.7% | $3,870+125.1% | $2,757+216.0% |
| Participant deferral / active EE | $17,067 | $3,871+340.9% | $5,060+237.3% | $4,299+297.0% |
| Admin fee / account holder | $4,567 | $6,717-32.0% | $8,388-45.6% | $6,924-34.0% |