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 | $773,560 | $88,778+771.3% | $81,844+845.2% | $145,884+430.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.30% | 1033.03%-1018.7pp | 778.87%-764.6pp | 551.85%-537.5pp |
| Employer contribution / active EE | $38,008 | $3,087+1131.2% | $2,916+1203.2% | $4,662+715.2% |
| Participant deferral / active EE | $17,840 | $4,648+283.8% | $4,323+312.6% | $6,690+166.7% |
| Admin fee / account holder | $20,161 | $8,430+139.1% | $7,355+174.1% | $13,392+50.5% |