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 | $72,071+1198.4% | $68,368+1268.8% | $137,256+581.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.95% | 353.14%-337.2pp | 292.57%-276.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $36,890 | $2,788+1223.2% | $2,649+1292.6% | $4,156+787.6% |
| Participant deferral / active EE | $17,452 | $4,410+295.7% | $4,123+323.3% | $6,407+172.4% |
| Admin fee / account holder | $4,430 | $5,336-17.0% | $5,150-14.0% | $12,270-63.9% |