Filed December 17, 2014 (most recent of 2 filings on file)
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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 | $363,321 | $138,393+162.5% | $184,256+97.2% | $80,959+348.8% |
| Participation rate | 95.7% | 83.9%+11.8pp | 86.8%+8.8pp | 67.7%+28.0pp |
| Annual return | 32.63% | 20.01%+12.6pp | 28.85%+3.8pp | 35.67%-3.0pp |
| Employer contribution / active EE | $4,069 | $4,847-16.1% | $6,427-36.7% | $2,757+47.6% |
| Participant deferral / active EE | $13,123 | $7,076+85.5% | $9,133+43.7% | $4,300+205.2% |
| Admin fee / account holder | $644 | $10,489-93.9% | $13,899-95.4% | $6,925-90.7% |