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 | $114,013+720.8% | $103,693+802.5% | $155,188+503.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 15.95% | 49.31%-33.4pp | 47.61%-31.7pp | 148.84%-132.9pp |
| Employer contribution / active EE | $36,890 | $3,131+1078.1% | $2,920+1163.2% | $4,248+768.4% |
| Participant deferral / active EE | $17,452 | $4,970+251.2% | $4,579+281.1% | $6,531+167.2% |
| Admin fee / account holder | $4,430 | $8,407-47.3% | $7,858-43.6% | $14,480-69.4% |