Filed June 4, 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 | $935,783 | $102,595+812.1% | $94,057+894.9% | $154,746+504.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 15.95% | 583.42%-567.5pp | 480.62%-464.7pp | 172.34%-156.4pp |
| Employer contribution / active EE | $36,890 | $3,147+1072.1% | $2,933+1157.7% | $4,379+742.4% |
| Participant deferral / active EE | $17,452 | $5,118+241.0% | $4,709+270.6% | $6,730+159.3% |
| Admin fee / account holder | $4,430 | $7,736-42.7% | $7,244-38.9% | $14,365-69.2% |