Filed February 7, 2017
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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 | $347,831 | $129,737+168.1% | $119,126+192.0% | $154,746+124.8% |
| Participation rate | 93.8% | 78.9%+14.9pp | 75.8%+18.0pp | 80.7%+13.0pp |
| Annual return | 21.68% | 379.08%-357.4pp | 282.11%-260.4pp | 172.34%-150.7pp |
| Employer contribution / active EE | $11,184 | $4,375+155.6% | $4,034+177.3% | $4,379+155.4% |
| Participant deferral / active EE | $16,378 | $5,842+180.4% | $5,318+208.0% | $6,730+143.3% |
| Admin fee / account holder | $12,737 | $11,961+6.5% | $10,693+19.1% | $14,365-11.3% |